Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Foundation Wealth Management, LLC
- $129 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 14,893 shares of IBDU stock, worth $341,347. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,893
Previous 13,364
11.44%
Holding current value
$341,347
Previous $314 Million
8.08%
% of portfolio
0.26%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
264Shares Held
76.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$128 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.3 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.1 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$82.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82 Million0.02% of portfolio