Transform Wealth, LLC Ishares 0 5 Year High Yield CO Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Transform Wealth, LLC holds 27,618 shares of SHYG stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
27,618
Previous 114,993
75.98%
Holding current value
$1.19 Million
Previous $4.89 Million
76.19%
% of portfolio
0.09%
Previous 0.48%
Shares
11 transactions
Others Institutions Holding SHYG
# of Institutions
546Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611.7MShares$502 Million0.12% of portfolio
-
Bramshill Investments, LLC Naples, FL9.52MShares$409 Million44.12% of portfolio
-
Personal Capital Advisors Corp8.07MShares$347 Million1.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO7.73MShares$332 Million1.21% of portfolio
-
Assetmark, Inc7.06MShares$303 Million0.93% of portfolio