Accurate Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,109 shares of IEI stock, worth $477,465. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,109
Previous 2,428
69.23%
Holding current value
$477,465
Previous $280,000
75.36%
% of portfolio
0.11%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IEI
# of Institutions
777Shares Held
94.6MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$743 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$674 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$487 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$456 Million0.16% of portfolio