Shore Haven Wealth Partners, LLC Ishares Barclays Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 11,929 shares of IEF stock, worth $1.14 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
11,929Holding current value
$1.14 Million% of portfolio
0.58%Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,052Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.96 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.64 Billion0.22% of portfolio
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Morgan Stanley New York, NY14.1MShares$1.34 Billion0.1% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.25 Billion0.34% of portfolio
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Envestnet Asset Management Inc12.8MShares$1.21 Billion0.41% of portfolio