Ae Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,473 shares of IBDR stock, worth $106,233. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,473
Previous 628
612.26%
Holding current value
$106,233
Previous $14,000
657.14%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio