Venturi Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 942 shares of SHY stock, worth $78,440. This represents 0.0% of its overall portfolio holdings.
Number of Shares
942
Previous 954
1.26%
Holding current value
$78,440
Previous $78,000
2.56%
% of portfolio
0.0%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding SHY
# of Institutions
1,186Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.42 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.85 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$697 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$617 Million1.89% of portfolio