Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 64,371 shares of IBTG stock, worth $1.48 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
64,371
Previous 29,033
121.72%
Holding current value
$1.48 Million
Previous $659,000
121.24%
% of portfolio
1.2%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
193Shares Held
37.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$78.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.1 Million1.37% of portfolio
-
Capital Investment Advisors, LLC2.29MShares$52.6 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42.1 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.51MShares$34.6 Million0.25% of portfolio