New Edge Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,947 shares of SHY stock, worth $815,355. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,947
Previous 9,272
7.28%
Holding current value
$815,355
Previous $770,000
5.84%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,252Shares Held
241MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$694 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$640 Million0.05% of portfolio