Heritage Wealth Management, Inc./Texas Ishares Ibonds 2024 Term High Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 9,096 shares of IBHD stock, worth $211,027. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,096
Previous 9,059
0.41%
Holding current value
$211,027
Previous $211 Million
0.08%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IBHD
# of Institutions
126Shares Held
10.9MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Bank Of America Corp Charlotte, NC794KShares$18.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC676KShares$15.7 Million0.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.664KShares$15.4 Million0.92% of portfolio
-
Asset Dedication, LLC478KShares$11.1 Million0.78% of portfolio