Wj Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q4 2024
A detailed history of Wj Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wj Wealth Management, LLC holds 12,028 shares of SHY stock, worth $993,272. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,028
Previous 12,028
-0.0%
Holding current value
$993,272
Previous $1 Million
1.4%
% of portfolio
0.37%
Previous 0.37%
Shares
8 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