Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Alterna Wealth Management, Inc
- $116 Million
- Q3 2025
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 36,730 shares of IBDS stock, worth $891,437. This represents 0.77% of its overall portfolio holdings.
Number of Shares
36,730
Previous 36,580
0.41%
Holding current value
$891,437
Previous $887,000
0.79%
% of portfolio
0.77%
Previous 0.74%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio