Laidlaw Wealth Management LLC Ishares Tr Transaction History
Laidlaw Wealth Management LLC
- $172 Million
- Q2 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 41,569 shares of SHV stock, worth $4.6 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
41,569
Previous 40,568
2.47%
Holding current value
$4.6 Million
Previous $4.48 Million
2.43%
% of portfolio
2.67%
Previous 2.64%
Shares
11 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$839 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$808 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$577 Million0.05% of portfolio