Warren Averett Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 132,584 shares of SHY stock, worth $10.8 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
132,584
Previous 147,477
10.1%
Holding current value
$10.8 Million
Previous $12.1 Million
10.39%
% of portfolio
0.26%
Previous 0.45%
Shares
8 transactions
Others Institutions Holding SHY
# of Institutions
1,183Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.5 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$722 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$596 Million1.96% of portfolio