Lyell Wealth Management, LP Ishares Tr Broad Usd Inbd Etfv Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Lyell Wealth Management, LP holds 9,815 shares of USIG stock, worth $509,791. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,815
Previous 9,815
-0.0%
Holding current value
$509,791
Previous $498,000
1.2%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding USIG
# of Institutions
416Shares Held
158MCall Options Held
26.7KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC29.3MShares$1.52 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13MShares$673 Million2.42% of portfolio
-
Personal Capital Advisors Corp9.74MShares$506 Million2.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.08MShares$472 Million0.13% of portfolio
-
Truist Financial Corp7.48MShares$388 Million0.58% of portfolio