Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 20,663 shares of IBDS stock, worth $497,151. This represents 0.43% of its overall portfolio holdings.
Number of Shares
20,663
Previous 19,481
6.07%
Holding current value
$497,151
Previous $474,000
4.43%
% of portfolio
0.43%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
354Shares Held
86.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.2 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.1 Million1.21% of portfolio