Kfa Private Wealth Group, LLC Ishares Barclays 1 3 Year Trea Transaction History
Kfa Private Wealth Group, LLC
- $322 Million
- Q1 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 245,090 shares of SHY stock, worth $20 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
245,090
Previous 231,246
5.99%
Holding current value
$20 Million
Previous $19 Million
5.65%
% of portfolio
6.22%
Previous 6.8%
Shares
15 transactions
Others Institutions Holding SHY
# of Institutions
1,183Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.51 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$1.99 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.03 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$724 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$598 Million1.96% of portfolio