Whalen Wealth Management Inc. Ishares 0 5 Year High Yield CO Transaction History
Whalen Wealth Management Inc.
- $126 Billion
- Q2 2024
A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 142,217 shares of SHYG stock, worth $6.13 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
142,217
Previous 142,310
0.07%
Holding current value
$6.13 Million
Previous $6.06 Billion
0.89%
% of portfolio
4.76%
Previous 4.49%
Shares
2 transactions
Others Institutions Holding SHYG
# of Institutions
549Shares Held
127MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611.7MShares$504 Million0.12% of portfolio
-
Bramshill Investments, LLC Naples, FL9.52MShares$411 Million44.12% of portfolio
-
Personal Capital Advisors Corp8.07MShares$348 Million1.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO7.73MShares$333 Million1.21% of portfolio
-
Assetmark, Inc7.06MShares$305 Million0.93% of portfolio