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 $339,947. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,995
Previous 7,816
2.29%
Holding current value
$339,947
Previous $329,000
5.47%
% of portfolio
0.3%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding SHYG
# of Institutions
591Shares Held
123MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.7MShares$539 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.6MShares$366 Million1.24% of portfolio
-
Assetmark, Inc8.29MShares$352 Million0.97% of portfolio
-
Personal Capital Advisors Corp8.07MShares$343 Million1.6% of portfolio
-
Grimes & Company, Inc.4.64MShares$197 Million5.76% of portfolio