Wescott Financial Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 27,500 shares of SHY stock, worth $2.29 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
27,500
Previous 25,961
5.93%
Holding current value
$2.29 Million
Previous $2.12 Million
5.75%
% of portfolio
0.29%
Previous 0.3%
Shares
15 transactions
Others Institutions Holding SHY
# of Institutions
1,186Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.42 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.85 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$697 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$617 Million1.89% of portfolio