Ae Wealth Management LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 170,732 shares of IBTE stock, worth $4.08 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
170,732
Previous 388,319
56.03%
Holding current value
$4.08 Million
Previous $9.27 Million
55.89%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio