Morgan Rosel Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Morgan Rosel Wealth Management, LLC
- $291 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,207Shares 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
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Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
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Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
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Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio