Aevitas Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 25,132 shares of IEI stock, worth $3.02 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
25,132
Previous 12,930
94.37%
Holding current value
$3.02 Million
Previous $1.48 Million
95.33%
% of portfolio
1.71%
Previous 1.11%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
875Shares Held
111MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$816 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio