Sax Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,974 shares of SHY stock, worth $490,106. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,974
Previous 5,278
13.19%
Holding current value
$490,106
Previous $430,000
15.35%
% of portfolio
0.04%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding SHY
# of Institutions
1,207Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio