Up Strategic Wealth Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 4,548 shares of SHY stock, worth $376,483. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,548
Previous 4,548
-0.0%
Holding current value
$376,483
Previous $372 Million
0.16%
% of portfolio
0.56%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,185Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.4 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$693 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$613 Million1.89% of portfolio