Vision Point Advisory Group, LLC Ishares Tr Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,694 shares of SHV stock, worth $517,278. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,694
Previous 5,250
10.59%
Holding current value
$517,278
Previous $580,000
11.03%
% of portfolio
0.2%
Previous 0.21%
Shares
18 transactions
Others Institutions Holding SHV
# of Institutions
777Shares Held
94.4MCall Options Held
2KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.16MShares$569 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.85MShares$424 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.66MShares$293 Million0.03% of portfolio