Holos Integrated Wealth LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 2,078 shares of IBTK stock, worth $41,560. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,078
Previous 2,078
-0.0%
Holding current value
$41,560
Previous $40.9 Million
0.43%
% of portfolio
0.02%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
142Shares Held
19.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.69MShares$53.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$27.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.15MShares$23 Million0.01% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX1.03MShares$20.6 Million2.03% of portfolio
-
Farmer Steven Patrick850KShares$17 Million0.28% of portfolio