Primoris Wealth Advisors, LLC Ishares Tr Broad Usd High Yiel Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 14,400 shares of USHY stock, worth $534,672. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,400
Previous 14,700
2.04%
Holding current value
$534,672
Previous $533,000
1.69%
% of portfolio
0.39%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding USHY
# of Institutions
529Shares Held
427MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY64MShares$2.38 Billion0.2% of portfolio
-
Prudential PLC London, England, X059.8MShares$2.22 Billion11.5% of portfolio
-
Northern Trust Corp Chicago, IL38.9MShares$1.44 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA34.5MShares$1.28 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY27.2MShares$1.01 Billion0.02% of portfolio