Consilium Wealth Advisory, LLC Ishares Tr Transaction History
Consilium Wealth Advisory, LLC
- $207 Million
- Q4 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 3,508 shares of SHV stock, worth $386,581. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,508
Previous 3,431
2.24%
Holding current value
$386,581
Previous $379,000
1.85%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SHV
# of Institutions
776Shares Held
94.4MCall Options Held
2KPut 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, NY5.16MShares$569 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.85MShares$424 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.66MShares$293 Million0.03% of portfolio