Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 62,989 shares of SHY stock, worth $5.15 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
62,989
Previous 64,534
2.39%
Holding current value
$5.15 Million
Previous $5.27 Million
0.61%
% of portfolio
1.7%
Previous 2.15%
Shares
29 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.81 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.14 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$692 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$639 Million0.05% of portfolio