Family Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Family Wealth Partners, LLC holds 32,491 shares of SHY stock, worth $2.68 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
32,491
Previous 32,410
0.25%
Holding current value
$2.68 Million
Previous $2.65 Billion
0.09%
% of portfolio
1.38%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding SHY
# of Institutions
1,186Shares Held
223MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.4 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$691 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$611 Million1.89% of portfolio