Wealth Effects LLC Ishares Barclays 1 3 Year Trea Transaction History
Wealth Effects LLC
- $218 Million
- Q1 2025
A detailed history of Wealth Effects LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wealth Effects LLC holds 3,310 shares of SHY stock, worth $275,127. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,310
Previous 3,310
-0.0%
Holding current value
$275,127
Previous $271,000
0.74%
% of portfolio
0.13%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,319Shares Held
234MCall Options Held
32.3KPut Options Held
9.6K-
Morgan Stanley New York, NY33.6MShares$2.79 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$993 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$949 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC10.2MShares$851 Million2.18% of portfolio