Perfromance Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 44,552 shares of SHY stock, worth $3.69 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
44,552
Previous 52,233
14.71%
Holding current value
$3.69 Million
Previous $4.27 Million
14.84%
% of portfolio
0.13%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding SHY
# of Institutions
1,185Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.41 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$693 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$613 Million1.89% of portfolio