Lauterbach Financial Advisors, LLC Ishares Tr Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 1,855 shares of SHV stock, worth $204,717. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,855
Previous 1,825
1.64%
Holding current value
$204,717
Previous $201,000
1.49%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
773Shares Held
94.6MCall Options Held
2KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$837 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.16MShares$569 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.85MShares$425 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.66MShares$293 Million0.03% of portfolio