Live Oak Private Wealth LLC Ishares Barclays 1 3 Year Trea Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 6,618 shares of SHY stock, worth $543,337. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,618
Previous 6,620
0.03%
Holding current value
$543,337
Previous $540,000
1.85%
% of portfolio
0.09%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio