Wr Wealth Planners, LLC Ishares Tr Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 267 shares of SHV stock, worth $29,415. This represents 0.01% of its overall portfolio holdings.
Number of Shares
267
Previous 302
11.59%
Holding current value
$29,415
Previous $33,000
12.12%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding SHV
# of Institutions
713Shares Held
102MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$995 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$835 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.21MShares$574 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$451 Million0.11% of portfolio