Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 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 257,621 shares of IBTF stock, worth $6.01 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
257,621
Previous 240,018
7.33%
Holding current value
$6.01 Million
Previous $5.57 Million
8.25%
% of portfolio
4.61%
Previous 4.57%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
279Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio