Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 128,319 shares of IBDR stock, worth $3.05 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
128,319
Previous 119,125
7.72%
Holding current value
$3.05 Million
Previous $2.87 Billion
8.34%
% of portfolio
2.82%
Previous 2.68%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
414Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
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Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio