San Luis Wealth Advisors LLC Ishares Tr Broad Usd High Yiel Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 217,250 shares of USHY stock, worth $7.99 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
217,250
Previous 205,129
5.91%
Holding current value
$7.99 Million
Previous $7.72 Million
3.5%
% of portfolio
1.51%
Previous 1.6%
Shares
6 transactions
Others Institutions Holding USHY
# of Institutions
576Shares Held
440MCall Options Held
0Put Options Held
0-
Prudential PLC London, England, X078.2MShares$2.88 Billion14.69% of portfolio
-
Northern Trust Corp Chicago, IL42.3MShares$1.56 Billion0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA37.1MShares$1.36 Billion0.32% of portfolio
-
Black Rock Inc. New York, NY27.2MShares$999 Million0.02% of portfolio
-
Jones Financial Companies Lllp19.4MShares$714 Million0.68% of portfolio