Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 125,262 shares of IBTG stock, worth $2.86 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
125,262
Previous 77,154
62.35%
Holding current value
$2.86 Million
Previous $1.78 Million
60.6%
% of portfolio
2.18%
Previous 1.36%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.7 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.2 Million1.1% of portfolio