Latko Wealth Management, Ltd. Ishares Barclays 3 7 Yr Treas Transaction History
Latko Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 54,645 shares of IEI stock, worth $6.4 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
54,645
Previous 49,037
11.44%
Holding current value
$6.4 Million
Previous $5.87 Million
7.66%
% of portfolio
3.74%
Previous 3.56%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
797Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$797 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$750 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$488 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$432 Million0.14% of portfolio