U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 49,047 shares of SHV stock, worth $5.41 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
49,047Holding current value
$5.41 Million% of portfolio
0.18%Shares
4 transactions
Others Institutions Holding SHV
# of Institutions
755Shares Held
105MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
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Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
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Morgan Stanley New York, NY6.26MShares$690 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA3.71MShares$409 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC3.13MShares$345 Million0.03% of portfolio