Catalytic Wealth Ria, LLC Ishares Tr Ibonds December 202 Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 23,427 shares of IBMO stock, worth $600,199. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,427
Previous 21,862
7.16%
Holding current value
$600,199
Previous $554 Million
7.03%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.2 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.8 Million0.34% of portfolio