Fulcrum Equity Management Ishares 0 5 Year High Yield CO Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Fulcrum Equity Management holds 7,995 shares of SHYG stock, worth $344,184. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,995
Previous 7,816
2.29%
Holding current value
$344,184
Previous $329,000
5.47%
% of portfolio
0.3%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding SHYG
# of Institutions
557Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.3MShares$530 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$349 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$347 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$333 Million0.96% of portfolio
-
Bramshill Investments, LLC Naples, FL6.68MShares$288 Million32.07% of portfolio