Portside Wealth Group, LLC Ishares Barclays 1 3 Year Trea Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Portside Wealth Group, LLC holds 21,902 shares of SHY stock, worth $1.81 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,902
Previous 46,428
52.83%
Holding current value
$1.81 Million
Previous $3.8 Billion
52.9%
% of portfolio
0.34%
Previous 0.7%
Shares
5 transactions
Others Institutions Holding SHY
# of Institutions
1,186Shares Held
223MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.4 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$691 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$611 Million1.89% of portfolio