New Wave Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
New Wave Wealth Advisors LLC
- $223 Billion
- Q1 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 18,296 shares of SHY stock, worth $1.52 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,296
Previous 17,470
4.73%
Holding current value
$1.52 Million
Previous $1.43 Billion
5.69%
% of portfolio
0.68%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,296Shares Held
240MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.86 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.27 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$956 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$765 Million2.21% of portfolio