Williams Jones Wealth Management, Llc. Ishares Barclays 1 3 Year Trea Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 16,072 shares of SHY stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,072Holding current value
$1.32 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,206Shares Held
232MCall Options Held
362KPut Options Held
186K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
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Captrust Financial Advisors Raleigh, NC8.47MShares$694 Million2.13% of portfolio
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Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio