Stonehaven Wealth & Tax Solutions, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 5,009 shares of IEI stock, worth $593,566. This represents 0.63% of its overall portfolio holdings.
Number of Shares
5,009Holding current value
$593,566% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
824Shares Held
104MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$806 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$758 Million0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$494 Million1.02% of portfolio
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Envestnet Asset Management Inc3.75MShares$444 Million0.15% of portfolio