Primoris Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 14,400 shares of USHY stock, worth $531,648. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,400
Previous 14,700
2.04%
Holding current value
$531,648
Previous $533,000
1.69%
% of portfolio
0.39%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding USHY
# of Institutions
509Shares Held
299MCall Options Held
200Put Options Held
0-
Northern Trust Corp Chicago, IL37.5MShares$1.38 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY27.2MShares$1 Billion0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA24.3MShares$898 Million0.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC17.6MShares$649 Million1.97% of portfolio
-
Jones Financial Companies Lllp17.1MShares$633 Million0.72% of portfolio