Alterna Wealth Management, Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History
Alterna Wealth Management, Inc
- $120 Million
- Q2 2025
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 34,502 shares of IBDU stock, worth $808,381. This represents 0.67% of its overall portfolio holdings.
Number of Shares
34,502
Previous 13,476
156.03%
Holding current value
$808,381
Previous $311,000
158.52%
% of portfolio
0.67%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
329Shares Held
97.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$149 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$105 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.9 Million7.36% of portfolio