Meredith Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Meredith Wealth Planning holds 11,798 shares of IBDS stock, worth $283,152. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,798
Previous 11,669
1.11%
Holding current value
$283,152
Previous $277 Million
3.83%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio