Mc Glone Suttner Wealth Management, Inc. Ishares Tr Ibonds Dec 2031 Ter Transaction History
Mc Glone Suttner Wealth Management, Inc.
- $662 Billion
- Q2 2025
A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 63,192 shares of IBDW stock, worth $1.33 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
63,192
Previous 61,890
2.1%
Holding current value
$1.33 Million
Previous $1.28 Billion
3.53%
% of portfolio
0.2%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding IBDW
# of Institutions
229Shares Held
64.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$134 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$58.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio