Waypoint Wealth Partners Inc. Ishares Tr Transaction History
Waypoint Wealth Partners Inc.
- $382 Million
- Q2 2025
A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 4,485 shares of SHV stock, worth $495,188. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,485Holding current value
$495,188% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
806Shares Held
101MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$837 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$575 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.84MShares$424 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.59MShares$286 Million0.02% of portfolio