4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
4 J Wealth Management LLC
- $114 Million
- Q3 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 14,539 shares of IBDU stock, worth $333,088. This represents 0.3% of its overall portfolio holdings.
Number of Shares
14,539
Previous 13,185
10.27%
Holding current value
$333,088
Previous $298,000
14.43%
% of portfolio
0.3%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.7 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio