Investments & Financial Planning, LLC Ishares 0 5 Year High Yield CO Transaction History
Investments & Financial Planning, LLC
- $146 Million
- Q1 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 18,759 shares of SHYG stock, worth $790,691. This represents 0.55% of its overall portfolio holdings.
Number of Shares
18,759
Previous 16,750
11.99%
Holding current value
$790,691
Previous $707,000
12.87%
% of portfolio
0.55%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding SHYG
# of Institutions
529Shares Held
119MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611MShares$464 Million0.11% of portfolio
-
Personal Capital Advisors Corp8.07MShares$340 Million1.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO7.49MShares$316 Million1.19% of portfolio
-
Bramshill Investments, LLC Naples, FL6.89MShares$291 Million34.93% of portfolio
-
Japan Science & Technology Agency Tokyo, M05.07MShares$214 Million2.68% of portfolio