Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q4 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 382,633 shares of IBTF stock, worth $8.95 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
382,633
Previous 257,621
48.53%
Holding current value
$8.95 Million
Previous $6.03 Million
47.9%
% of portfolio
6.81%
Previous 4.61%
Shares
6 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.3 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio