Napa Wealth Management Ishares Barclays 1 3 Year Trea Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Napa Wealth Management holds 4,545 shares of SHY stock, worth $374,598. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,545
Previous 10,107
55.03%
Holding current value
$374,598
Previous $840 Million
55.66%
% of portfolio
0.16%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding SHY
# of Institutions
1,292Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.84 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$952 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$761 Million2.21% of portfolio