New Wave Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
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 4,190 shares of SHY stock, worth $343,663. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,190
Previous 6,190
32.31%
Holding current value
$343,663
Previous $505 Million
31.07%
% of portfolio
0.16%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,208Shares 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