Adg Wealth Management Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Adg Wealth Management Group, LLC
- $117 Billion
- Q2 2025
A detailed history of Adg Wealth Management Group, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 30,555 shares of IBDR stock, worth $725,681. This represents 0.63% of its overall portfolio holdings.
Number of Shares
30,555
Previous 10,467
191.92%
Holding current value
$725,681
Previous $253 Million
192.41%
% of portfolio
0.63%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio