Heritage Family Offices, LLP Ishares 0 5 Year High Yield CO Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 23,261 shares of SHYG stock, worth $995,338. This represents 0.52% of its overall portfolio holdings.
Number of Shares
23,261
Previous 23,247
0.06%
Holding current value
$995,338
Previous $981 Million
2.95%
% of portfolio
0.52%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding SHYG
# of Institutions
556Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.3MShares$527 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$347 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$345 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$331 Million0.96% of portfolio
-
Bramshill Investments, LLC Naples, FL6.68MShares$286 Million32.07% of portfolio