Topel & Distasi Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 43,855 shares of SHY stock, worth $3.62 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
43,855
Previous 44,025
0.39%
Holding current value
$3.62 Million
Previous $3.6 Million
0.56%
% of portfolio
1.57%
Previous 1.59%
Shares
11 transactions
Others Institutions Holding SHY
# of Institutions
1,189Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.4 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$691 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$611 Million1.89% of portfolio