Atlas Private Wealth Management Ishares Barclays 1 3 Year Trea Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Atlas Private Wealth Management holds 111,804 shares of SHY stock, worth $9.26 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
111,804
Previous 101,962
9.65%
Holding current value
$9.26 Million
Previous $8.36 Million
9.31%
% of portfolio
4.03%
Previous 4.13%
Shares
18 transactions
Others Institutions Holding SHY
# of Institutions
1,185Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.41 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$693 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$613 Million1.89% of portfolio