Roi Financial Advisors, LLC Ishares Tr Edge High Yield Def Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 6,736 shares of HYDB stock, worth $320,970. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,736
Previous 4,320
55.93%
Holding current value
$320,970
Previous $201 Million
61.36%
% of portfolio
0.22%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
147Shares Held
11.2MCall Options Held
0Put Options Held
0-
Wealthspire Advisors, LLC New York, NY1.05MShares$50.3 Million0.52% of portfolio
-
State Of New Jersey Common Pension Fund D1.01MShares$48.3 Million0.2% of portfolio
-
Column Capital Advisors, LLC691KShares$32.9 Million1.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC639KShares$30.4 Million0.09% of portfolio
-
Assetmark, Inc592KShares$28.2 Million0.08% of portfolio