Ae Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 420 shares of IBDS stock, worth $10,227. This represents 0.0% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$10,227
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio