Bromfield Sneider Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 7,969 shares of SHY stock, worth $659,912. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,969
Previous 7,969
-0.0%
Holding current value
$659,912
Previous $653,000
0.31%
% of portfolio
0.41%
Previous 0.45%
Shares
9 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