Endowment Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Endowment Wealth Management, Inc.
- $133 Million
- Q4 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 10,728 shares of IEI stock, worth $1.24 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
10,728
Previous 8,853
21.18%
Holding current value
$1.24 Million
Previous $1.06 Million
17.11%
% of portfolio
0.93%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
797Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.21 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$789 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$742 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$484 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$428 Million0.14% of portfolio