Up Strategic Wealth Investment Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 14,030 shares of IBDS stock, worth $336,720. This represents 0.38% of its overall portfolio holdings.
Number of Shares
14,030
Previous 14,030
-0.0%
Holding current value
$336,720
Previous $333 Million
2.7%
% of portfolio
0.38%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio