Tria Gen Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 28,042 shares of SHYG stock, worth $1.2 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
28,042
Previous 27,265
2.85%
Holding current value
$1.2 Million
Previous $1.15 Million
5.83%
% of portfolio
0.45%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding SHYG
# of Institutions
557Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.3MShares$525 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$346 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$344 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$329 Million0.96% of portfolio
-
Bramshill Investments, LLC Naples, FL6.68MShares$285 Million32.07% of portfolio