Shared Vision Wealth Group LLC Ishares Tr Edge High Yield Def Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,975 shares of HYDB stock, worth $462,640. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,975
Previous 8,936
11.63%
Holding current value
$462,640
Previous $420 Million
11.82%
% of portfolio
0.26%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
247Shares Held
21.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.71MShares$126 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$65.6 Million0.03% of portfolio
-
State Of New Jersey Common Pension Fund D1.21MShares$56.3 Million0.24% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.19MShares$55.1 Million0.56% of portfolio
-
Column Capital Advisors, LLC691KShares$32.1 Million1.58% of portfolio