Shared Vision Wealth Group LLC Ishares U.S. Treasury Bond ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 102,046 shares of GOVT stock, worth $2.31 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
102,046
Previous 104,883
2.7%
Holding current value
$2.31 Million
Previous $2.42 Billion
3.84%
% of portfolio
1.45%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding GOVT
# of Institutions
729Shares Held
965MCall Options Held
21.3KPut Options Held
18.4K-
Bank Of America Corp Charlotte, NC363MShares$8.22 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.8MShares$2.21 Billion1.22% of portfolio
-
Truist Financial Corp58.2MShares$1.32 Billion2.03% of portfolio
-
Envestnet Asset Management Inc50.2MShares$1.14 Billion0.43% of portfolio
-
Allworth Financial LP26.9MShares$610 Million4.38% of portfolio