Valeo Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,390 shares of SHY stock, worth $521,743. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,390
Previous 6,644
3.82%
Holding current value
$521,743
Previous $543,000
3.87%
% of portfolio
0.02%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SHY
# of Institutions
1,183Shares 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