Erts Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 3,456 shares of IEI stock, worth $407,082. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,456
Previous 4,439
22.14%
Holding current value
$407,082
Previous $530,000
24.72%
% of portfolio
0.08%
Previous 0.1%
Shares
26 transactions
Others Institutions Holding IEI
# of Institutions
797Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$801 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$754 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$491 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$434 Million0.14% of portfolio