Bromfield Sneider Wealth Advisors Ishares Tr Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 1,450 shares of SHV stock, worth $159,819. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,450
Previous 1,450
-0.0%
Holding current value
$159,819
Previous $159,000
0.63%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
800Shares Held
102MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.85MShares$645 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.57MShares$504 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$350 Million0.03% of portfolio