Shore Haven Wealth Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 5,782 shares of USIG stock, worth $297,368. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,782
Previous 11,027
47.57%
Holding current value
$297,368
Previous $579,000
49.91%
% of portfolio
0.14%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding USIG
# of Institutions
462Shares Held
177MCall Options Held
21.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC33.3MShares$1.71 Billion0.14% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.6MShares$751 Million2.48% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.3MShares$531 Million0.14% of portfolio
-
Personal Capital Advisors Corp9.74MShares$501 Million2.32% of portfolio
-
Assetmark, Inc7.79MShares$401 Million1.08% of portfolio