Tria Gen Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 28,451 shares of SHYG stock, worth $1.23 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
28,451
Previous 28,042
1.46%
Holding current value
$1.23 Million
Previous $1.22 Million
0.41%
% of portfolio
0.44%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding SHYG
# of Institutions
587Shares Held
123MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.7MShares$546 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.6MShares$370 Million1.24% of portfolio
-
Assetmark, Inc8.29MShares$357 Million0.97% of portfolio
-
Personal Capital Advisors Corp8.07MShares$348 Million1.6% of portfolio
-
Grimes & Company, Inc.4.64MShares$200 Million5.76% of portfolio