Alterna Wealth Management, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Alterna Wealth Management, Inc
- $116 Million
- Q3 2025
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 36,578 shares of IBDQ stock, worth $919,936. This represents 0.8% of its overall portfolio holdings.
Number of Shares
36,578
Previous 41,379
11.6%
Holding current value
$919,936
Previous $1.04 Million
11.53%
% of portfolio
0.8%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio