Topel & Distasi Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 188,431 shares of USHY stock, worth $6.92 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
188,431
Previous 184,414
2.18%
Holding current value
$6.92 Million
Previous $6.69 Million
6.04%
% of portfolio
2.94%
Previous 2.94%
Shares
12 transactions
Others Institutions Holding USHY
# of Institutions
529Shares Held
426MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY64MShares$2.35 Billion0.2% of portfolio
-
Prudential PLC London, England, X059.8MShares$2.2 Billion11.5% of portfolio
-
Northern Trust Corp Chicago, IL38.9MShares$1.43 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA34.5MShares$1.27 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY27.2MShares$998 Million0.02% of portfolio