Core Wealth Partners LLC Ishares Tr Transaction History
Core Wealth Partners LLC
- $132 Billion
- Q1 2024
A detailed history of Core Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Partners LLC holds 26,503 shares of SHV stock, worth $2.92 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
26,503
Previous 27,524
3.71%
Holding current value
$2.92 Million
Previous $3.03 Billion
3.35%
% of portfolio
2.21%
Previous 2.48%
Shares
6 transactions
Others Institutions Holding SHV
# of Institutions
711Shares Held
94.4MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY8.06MShares$887 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.65MShares$622 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$384 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$369 Million0.04% of portfolio