Alterna Wealth Management, Inc Ishares Tr Ibonds December 202 Transaction History
Alterna Wealth Management, Inc
- $112 Million
- Q2 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 10,853 shares of IBMO stock, worth $277,511. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,853
Previous 10,853
-0.0%
Holding current value
$277,511
Previous $275,000
0.36%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.8 Million0.34% of portfolio