Paulson Wealth Management Inc. Ishares Tr Transaction History
Paulson Wealth Management Inc.
- $341 Million
- Q2 2024
A detailed history of Paulson Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 90,970 shares of SHV stock, worth $10.1 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
90,970
Previous 90,074
0.99%
Holding current value
$10.1 Million
Previous $9.96 Million
0.96%
% of portfolio
2.95%
Previous 2.95%
Shares
8 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$839 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$808 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$577 Million0.05% of portfolio