Investments & Financial Planning, LLC Ishares 0 5 Year High Yield CO Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 22,779 shares of SHYG stock, worth $969,474. This represents 0.63% of its overall portfolio holdings.
Number of Shares
22,779
Previous 20,196
12.79%
Holding current value
$969,474
Previous $852,000
16.08%
% of portfolio
0.63%
Previous 0.57%
Shares
11 transactions
Others Institutions Holding SHYG
# of Institutions
557Shares Held
125MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.3MShares$524 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$345 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$344 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$329 Million0.96% of portfolio
-
Bramshill Investments, LLC Naples, FL6.68MShares$284 Million32.07% of portfolio