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 $821,423. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,947
Previous 9,272
7.28%
Holding current value
$821,423
Previous $770,000
5.84%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,292Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.85 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$953 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$762 Million2.21% of portfolio