Moulton Wealth Management, Inc Ishares Barclays 3 7 Yr Treas Transaction History
Moulton Wealth Management, Inc
- $95.4 Million
- Q1 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 12,529 shares of IEI stock, worth $1.45 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
12,529Holding current value
$1.45 Million% of portfolio
1.52%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
705Shares Held
86.2MCall Options Held
131KPut Options Held
569K-
Jpmorgan Chase & CO New York, NY9.58MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.16MShares$596 Million0.06% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.21MShares$486 Million1.1% of portfolio
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Envestnet Asset Management Inc3.67MShares$424 Million0.16% of portfolio
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Morgan Stanley New York, NY3.04MShares$351 Million0.03% of portfolio