Edge Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Edge Wealth Management LLC
- $497 Million
- Q3 2024
A detailed history of Edge Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Edge Wealth Management LLC holds 355,929 shares of SHY stock, worth $29.2 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
355,929
Previous 357,913
0.55%
Holding current value
$29.2 Million
Previous $29.2 Million
1.27%
% of portfolio
5.96%
Previous 6.16%
Shares
12 transactions
Others Institutions Holding SHY
# of Institutions
1,206Shares Held
232MCall Options Held
362KPut Options Held
186K-
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