Wealth Effects LLC Ishares Barclays 3 7 Yr Treas Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
A detailed history of Wealth Effects LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wealth Effects LLC holds 2,266 shares of IEI stock, worth $262,946. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,266
Previous 2,266
-0.0%
Holding current value
$262,946
Previous $261,000
3.83%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IEI
# of Institutions
774Shares Held
95.2MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$742 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$673 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$486 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$455 Million0.16% of portfolio