Forthright Family Wealth Advisory LLC Ishares Ibonds 2024 Term High Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 8,640 shares of IBHD stock, worth $200,880. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,640
Previous 8,640
-0.0%
Holding current value
$200,880
Previous $201 Million
0.32%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio