Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 77,154 shares of IBTG stock, worth $1.75 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
77,154
Previous 64,371
19.86%
Holding current value
$1.75 Million
Previous $1.46 Million
22.02%
% of portfolio
1.36%
Previous 1.2%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
218Shares Held
41.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.3 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.8 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.8 Million0.01% of portfolio