Insight Wealth Strategies, LLC Ishares Tr Edge High Yield Def Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 115,992 shares of HYDB stock, worth $5.5 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
115,992
Previous 110,976
4.52%
Holding current value
$5.5 Million
Previous $5.33 Million
2.23%
% of portfolio
0.74%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding HYDB
# of Institutions
157Shares Held
11.7MCall Options Held
0Put Options Held
0-
Wealthspire Advisors, LLC New York, NY1.05MShares$50 Million0.52% of portfolio
-
State Of New Jersey Common Pension Fund D1.01MShares$48.1 Million0.2% of portfolio
-
Column Capital Advisors, LLC691KShares$32.8 Million1.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC639KShares$30.3 Million0.09% of portfolio
-
Assetmark, Inc592KShares$28.1 Million0.08% of portfolio