Whalen Wealth Management Inc. Ishares 0 5 Year High Yield CO Transaction History
Whalen Wealth Management Inc.
- $135 Billion
- Q1 2024
A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 142,310 shares of SHYG stock, worth $5.99 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
142,310Holding current value
$5.99 Million% of portfolio
4.49%Shares
1 transactions
Others Institutions Holding SHYG
# of Institutions
528Shares Held
119MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611MShares$463 Million0.11% of portfolio
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Personal Capital Advisors Corp8.07MShares$340 Million1.6% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO7.49MShares$315 Million1.19% of portfolio
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Bramshill Investments, LLC Naples, FL6.89MShares$290 Million34.93% of portfolio
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Japan Science & Technology Agency Tokyo, M05.07MShares$213 Million2.68% of portfolio