Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Alterna Wealth Management, Inc
- $128 Million
- Q1 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 32,498 shares of IBDS stock, worth $786,451. This represents 0.61% of its overall portfolio holdings.
Number of Shares
32,498
Previous 20,663
57.28%
Holding current value
$786,451
Previous $495,000
58.59%
% of portfolio
0.61%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
399Shares Held
104MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.04MShares$194 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc4.01MShares$97.1 Million1.98% of portfolio
-
Morgan Stanley New York, NY3.77MShares$91.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.5 Million1.38% of portfolio