Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q2 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 120,800 shares of IBDS stock, worth $2.94 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
120,800
Previous 118,805
1.68%
Holding current value
$2.94 Million
Previous $2.83 Billion
1.38%
% of portfolio
2.25%
Previous 2.3%
Shares
7 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$176 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$133 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$121 Million0.03% of portfolio
-
Capital Advisors Inc3.3MShares$80.3 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$77.1 Million0.01% of portfolio