Diversify Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,493 shares of SHY stock, worth $696,595. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,493
Previous 14,714
42.28%
Holding current value
$696,595
Previous $1.22 Billion
42.45%
% of portfolio
0.07%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,209Shares Held
232MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$694 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio