A detailed history of Lwm Advisory Services, LLC transactions in Ishares Tr Yield Optimized Bd stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 117,159 shares of BYLD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
117,159
Previous 124,256 5.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-7,097 Reduced 5.71%
117,159 $0
Q2 2024

Aug 08, 2024

BUY
N/A
5,972 Added 5.05%
124,256 $0
Q1 2024

May 09, 2024

BUY
N/A
21,404 Added 22.09%
118,284 $0
Q4 2023

Feb 05, 2024

SELL
N/A
-23,559 Reduced 19.56%
96,880 $0
Q3 2023

Nov 02, 2023

BUY
N/A
120,439 New
120,439 $0

Others Institutions Holding BYLD

About ISHARES TR YIELD OPTIMIZED BD


  • Ticker BYLD
More about BYLD
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.