Trajan Wealth LLC Ishares Barclays 1 3 Year Trea Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Trajan Wealth LLC holds 119,579 shares of SHY stock, worth $9.82 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
119,579
Previous 112,908
5.91%
Holding current value
$9.82 Million
Previous $9.22 Billion
7.85%
% of portfolio
0.59%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$642 Million0.05% of portfolio