Aj Wealth Strategies, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
Shares
2 transactions
Others Institutions Holding IBTE
# of Institutions
295Shares Held
61.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.99MShares$119 Million0.01% of portfolio
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Hm Payson & CO Portland, ME3.74MShares$89.5 Million1.54% of portfolio
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Captrust Financial Advisors Raleigh, NC3.5MShares$83.9 Million0.25% of portfolio
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Morgan Stanley New York, NY3.48MShares$83.4 Million0.01% of portfolio
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Hills Bank & Trust CO1.95MShares$46.6 Million3.7% of portfolio