Latko Wealth Management, Ltd. Ishares Barclays 3 7 Yr Treas Transaction History
Latko Wealth Management, Ltd.
- $165 Million
- Q3 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 49,037 shares of IEI stock, worth $5.74 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
49,037Holding current value
$5.74 Million% of portfolio
3.56%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
731Shares Held
85.4MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.1 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$665 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$497 Million1.09% of portfolio
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Envestnet Asset Management Inc3.83MShares$448 Million0.16% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$441 Million0.08% of portfolio