Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 42,657 shares of IBTH stock, worth $961,915. This represents 0.77% of its overall portfolio holdings.
Number of Shares
42,657
Previous 42,342
0.74%
Holding current value
$961,915
Previous $938,000
0.32%
% of portfolio
0.77%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
173Shares Held
28.7MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.18MShares$71.8 Million2.81% of portfolio
-
Morgan Stanley New York, NY3.16MShares$71.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$32.8 Million0.0% of portfolio
-
Confluence Investment Management LLC1.38MShares$31.2 Million0.46% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.3MShares$29.3 Million0.21% of portfolio