Shared Vision Wealth Group LLC Ishares U.S. Treasury Bond ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 118,019 shares of GOVT stock, worth $2.65 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
118,019
Previous 106,444
10.87%
Holding current value
$2.65 Million
Previous $2.4 Billion
15.2%
% of portfolio
1.48%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
776Shares Held
1.06BCall Options Held
7.5KPut Options Held
761K-
Bank Of America Corp Charlotte, NC377MShares$8.46 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC108MShares$2.42 Billion1.16% of portfolio
-
Envestnet Asset Management Inc68MShares$1.53 Billion0.53% of portfolio
-
Truist Financial Corp65.4MShares$1.47 Billion2.44% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA36.6MShares$823 Million0.55% of portfolio