49 Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
49 Wealth Management, LLC
- $702 Billion
- Q4 2024
A detailed history of 49 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, 49 Wealth Management, LLC holds 313,005 shares of IBTF stock, worth $7.31 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
313,005
Previous 211,988
47.65%
Holding current value
$7.31 Million
Previous $4.96 Billion
47.02%
% of portfolio
1.04%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio