Portside Wealth Group, LLC Ishares 0 5 Year High Yield CO Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Portside Wealth Group, LLC holds 67,072 shares of SHYG stock, worth $2.89 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
67,072
Previous 84,869
20.97%
Holding current value
$2.89 Million
Previous $3.61 Billion
21.62%
% of portfolio
0.54%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding SHYG
# of Institutions
548Shares 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$410 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$304 Million0.93% of portfolio