Heritage Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History
Heritage Wealth Management, LLC
- $200 Million
- Q1 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 12,249 shares of SHYG stock, worth $515,192. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,249
Previous 11,935
2.63%
Holding current value
$515,192
Previous $503,000
3.58%
% of portfolio
0.26%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding SHYG
# of Institutions
528Shares Held
119MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611MShares$463 Million0.11% of portfolio
-
Personal Capital Advisors Corp8.07MShares$340 Million1.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO7.49MShares$315 Million1.19% of portfolio
-
Bramshill Investments, LLC Naples, FL6.89MShares$290 Million34.93% of portfolio
-
Japan Science & Technology Agency Tokyo, M05.07MShares$213 Million2.68% of portfolio