Bartlett & Co. Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 499,896 shares of SHYG stock, worth $21.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
499,896
Previous 359,431
39.08%
Holding current value
$21.5 Million
Previous $15.3 Billion
37.94%
% of portfolio
0.32%
Previous 0.24%
Shares
17 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