Wealth Care Investment Partners, LLC Ishares Tr Transaction History
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 1,863 shares of SHV stock, worth $205,880. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,863
Previous 1,831
1.75%
Holding current value
$205,880
Previous $202,000
1.98%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
726Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$998 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$691 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$410 Million0.09% of portfolio