Source Financial Advisors LLC Ishares U.S. Treasury Bond ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 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 870,969 shares of GOVT stock, worth $19.9 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
870,969
Previous 859,781
1.3%
Holding current value
$19.9 Million
Previous $19.4 Million
5.25%
% of portfolio
6.05%
Previous 5.97%
Shares
10 transactions
Others Institutions Holding GOVT
# of Institutions
845Shares Held
1.18BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.68 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.58 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.63 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.53 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.13 Billion0.09% of portfolio