Aegis Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aegis Wealth Management LLC holds 4,994 shares of SHY stock, worth $411,455. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,994Holding current value
$411,455% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,289Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.84 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
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Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
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Jpmorgan Chase & CO New York, NY11.5MShares$951 Million0.08% of portfolio
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Captrust Financial Advisors Raleigh, NC9.23MShares$761 Million2.21% of portfolio