Fourth Dimension Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
- Q2 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 41,276 shares of IBTG stock, worth $943,982. This represents 0.4% of its overall portfolio holdings.
Number of Shares
41,276
Previous 9,372
340.42%
Holding current value
$943,982
Previous $215 Million
340.25%
% of portfolio
0.4%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
293Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio