Precision Wealth Strategies, LLC Ishares Tr Transaction History
Precision Wealth Strategies, LLC
- $76.7 Million
- Q2 2024
A detailed history of Precision Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 12,516 shares of SHV stock, worth $1.38 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
12,516
Previous 17,023
26.48%
Holding current value
$1.38 Million
Previous $1.88 Million
26.48%
% of portfolio
1.8%
Previous 2.4%
Shares
12 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