Lauer Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Lauer Wealth, LLC
- $127 Billion
- Q2 2024
A detailed history of Lauer Wealth, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Lauer Wealth, LLC holds 21,690 shares of IEI stock, worth $2.59 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
21,690
Previous 42,425
48.87%
Holding current value
$2.59 Million
Previous $4.83 Billion
47.7%
% of portfolio
1.99%
Previous 4.19%
Shares
6 transactions
Others Institutions Holding IEI
# of Institutions
715Shares Held
85.5MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.12 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$679 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$457 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$451 Million0.08% of portfolio