Delap Wealth Advisory, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
407Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
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Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
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Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio