Roi Financial Advisors, LLC Ishares Tr Edge High Yield Def Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 6,736 shares of HYDB stock, worth $319,286. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,736
Previous 4,320
55.93%
Holding current value
$319,286
Previous $201 Million
61.36%
% of portfolio
0.22%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
142Shares Held
9.75MCall Options Held
0Put Options Held
0-
State Of New Jersey Common Pension Fund D1.01MShares$48 Million0.2% of portfolio
-
Column Capital Advisors, LLC691KShares$32.8 Million1.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC672KShares$31.9 Million0.1% of portfolio
-
Assetmark, Inc592KShares$28.1 Million0.08% of portfolio
-
Envestnet Asset Management Inc575KShares$27.2 Million0.01% of portfolio