Traverso Chambers Private Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 21,760 shares of SHY stock, worth $1.78 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
21,760
Previous 25,466
14.55%
Holding current value
$1.78 Million
Previous $2.06 Million
13.39%
% of portfolio
0.43%
Previous 0.55%
Shares
21 transactions
Others Institutions Holding SHY
# of Institutions
1,182Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.51 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$1.99 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.03 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$724 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$598 Million1.96% of portfolio