Curtis Advisory Group, LLC Ishares 0 5 Year High Yield CO Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
A detailed history of Curtis Advisory Group, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 150,749 shares of SHYG stock, worth $6.5 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
150,749
Previous 136,567
10.38%
Holding current value
$6.5 Million
Previous $5.93 Million
8.33%
% of portfolio
1.79%
Previous 1.78%
Shares
21 transactions
Others Institutions Holding SHYG
# of Institutions
585Shares Held
122MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.7MShares$546 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.6MShares$371 Million1.24% of portfolio
-
Assetmark, Inc8.29MShares$357 Million0.97% of portfolio
-
Personal Capital Advisors Corp8.07MShares$348 Million1.6% of portfolio
-
Grimes & Company, Inc.4.64MShares$200 Million5.76% of portfolio