Latko Wealth Management, Ltd. Ishares Barclays 1 3 Year Trea Transaction History
Latko Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 8,481 shares of SHY stock, worth $697,816. This represents 0.41% of its overall portfolio holdings.
Number of Shares
8,481
Previous 6,336
33.85%
Holding current value
$697,816
Previous $527,000
31.88%
% of portfolio
0.41%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,233Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.08 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$697 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$643 Million0.05% of portfolio