Asset Dedication, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Asset Dedication, LLC holds 16,809 shares of IBTJ stock, worth $367,949. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,809
Previous 14,452
16.31%
Holding current value
$367,949
Previous $308,000
18.51%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
24.6MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$33 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC922KShares$20.2 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.8 Million1.4% of portfolio