Up Strategic Wealth Investment Advisors LLC Ishares Ibonds Dec 2025 Term C Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 15,409 shares of IBDQ stock, worth $386,149. This represents 0.58% of its overall portfolio holdings.
Number of Shares
15,409
Previous 15,409
-0.0%
Holding current value
$386,149
Previous $382 Million
0.2%
% of portfolio
0.58%
Previous 0.63%
Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.7 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.2 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$58.9 Million0.15% of portfolio