Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Foundation Wealth Management, LLC
- $132 Billion
- Q3 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 13,364 shares of IBDU stock, worth $304,565. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,364
Previous 11,535
15.86%
Holding current value
$304,565
Previous $262 Million
20.15%
% of portfolio
0.24%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
235Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.3 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.4 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$62.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.2 Million0.01% of portfolio