Ae Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,150 shares of IBTF stock, worth $167,024. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,150
Previous 7,151
0.01%
Holding current value
$167,024
Previous $166,000
0.6%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
79.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$106 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$94 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$70.3 Million0.03% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$64.1 Million1.3% of portfolio