Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
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 156,985 shares of IBTF stock, worth $3.66 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
156,985
Previous 322,973
51.39%
Holding current value
$3.66 Million
Previous $7.55 Million
51.41%
% of portfolio
2.62%
Previous 5.97%
Shares
8 transactions
Others Institutions Holding IBTF
# of Institutions
324Shares Held
75.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$105 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$93.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.4 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.62MShares$61.2 Million0.01% of portfolio