New Wave Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 17,470 shares of SHY stock, worth $1.43 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
17,470
Previous 4,190
316.95%
Holding current value
$1.43 Million
Previous $348 Million
311.08%
% of portfolio
0.59%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SHY
# of Institutions
1,278Shares Held
248MCall Options Held
451KPut Options Held
133K-
Morgan Stanley New York, NY34.5MShares$2.83 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.25 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$948 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$758 Million2.21% of portfolio