Source Financial Advisors LLC Ishares U.S. Treasury Bond ETF Transaction History
Source Financial Advisors LLC
- $329 Million
- Q1 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 472,268 shares of GOVT stock, worth $10.7 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
472,268
Previous 393,699
19.96%
Holding current value
$10.7 Million
Previous $9.07 Million
18.56%
% of portfolio
3.27%
Previous 2.82%
Shares
8 transactions
Others Institutions Holding GOVT
# of Institutions
730Shares Held
964MCall 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$2.22 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