Compass Planning Associates Inc Ishares Barclays 1 3 Year Trea Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Compass Planning Associates Inc holds 12,298 shares of SHY stock, worth $1.01 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
12,298Holding current value
$1.01 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,286Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.84 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
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Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
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Jpmorgan Chase & CO New York, NY11.5MShares$951 Million0.08% of portfolio
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Captrust Financial Advisors Raleigh, NC9.23MShares$760 Million2.21% of portfolio