Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 240,018 shares of IBTF stock, worth $5.59 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
240,018
Previous 175,703
36.6%
Holding current value
$5.59 Million
Previous $4.08 Million
36.56%
% of portfolio
4.57%
Previous 3.42%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
252Shares Held
80.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.71MShares$86.6 Million1.57% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio