Napa Wealth Management Ishares Barclays 1 3 Year Trea Transaction History
Napa Wealth Management
- $211 Billion
- Q3 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 10,107 shares of SHY stock, worth $828,976. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,107
Previous 14,762
31.53%
Holding current value
$828,976
Previous $1.21 Billion
30.28%
% of portfolio
0.4%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,209Shares Held
232MCall 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
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$694 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio