Shore Haven Wealth Partners, LLC Ishares Tr Edge High Yield Def Transaction History
Shore Haven Wealth Partners, LLC
- $192 Million
- Q1 2025
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 11,708 shares of HYDB stock, worth $543,017. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,708
Previous 11,968
2.17%
Holding current value
$543,017
Previous $562,000
1.96%
% of portfolio
0.29%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding HYDB
# of Institutions
245Shares Held
21.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.71MShares$126 Million0.04% 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
-
Lpl Financial LLC Fort Mill, SC1.13MShares$52.4 Million0.02% of portfolio
-
Column Capital Advisors, LLC691KShares$32.1 Million1.58% of portfolio