Topel & Distasi Wealth Management, LLC Ishares Tr Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 79,121 shares of HYG stock, worth $6.21 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
79,121
Previous 78,301
1.05%
Holding current value
$6.21 Million
Previous $6.04 Million
5.18%
% of portfolio
2.64%
Previous 2.65%
Shares
12 transactions
Others Institutions Holding HYG
# of Institutions
1,079Shares Held
235MCall Options Held
97.2MPut Options Held
326M-
Clark Capital Management Group, Inc. Philadelphia, PA24.5MShares$1.92 Billion13.78% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$1.18 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY14.5MShares$1.14 Billion0.03% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.01 Billion0.08% of portfolio
-
Japan Science & Technology Agency Tokyo, M010.4MShares$816 Million11.03% of portfolio