High Mark Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
High Mark Wealth Management LLC
- $182 Million
- Q3 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, High Mark Wealth Management LLC holds 6,856 shares of SHY stock, worth $560,889. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,856
Previous 7,268
5.67%
Holding current value
$560,889
Previous $593,000
3.88%
% of portfolio
0.31%
Previous 0.36%
Shares
20 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.14 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$693 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$639 Million0.05% of portfolio