Wr Wealth Planners, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,107 shares of IEI stock, worth $132,662. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,107
Previous 1,046
5.83%
Holding current value
$132,662
Previous $121,000
4.96%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IEI
# of Institutions
713Shares Held
85.4MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.13 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$681 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$510 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$459 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$452 Million0.08% of portfolio