Planning Directions Inc Ishares 0 5 Year High Yield CO Transaction History
Planning Directions Inc
- $193 Million
- Q4 2025
A detailed history of Planning Directions Inc transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Planning Directions Inc holds 129,248 shares of SHYG stock, worth $5.52 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
129,248
Previous 106,752
21.07%
Holding current value
$5.52 Million
Previous $4.62 Million
19.47%
% of portfolio
2.87%
Previous 2.46%
Shares
4 transactions
Others Institutions Holding SHYG
# of Institutions
626Shares Held
142MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A614MShares$598 Million0.1% of portfolio
-
Assetmark, Inc11.7MShares$501 Million1.06% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.3MShares$440 Million1.24% of portfolio
-
Bramshill Investments, LLC Naples, FL8.69MShares$371 Million28.29% of portfolio
-
Personal Capital Advisors Corp8.07MShares$345 Million1.6% of portfolio