Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Atlantic Private Wealth, LLC
- $122 Million
- Q2 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 88,346 shares of IBTJ stock, worth $1.95 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
88,346
Previous 87,687
0.75%
Holding current value
$1.95 Million
Previous $1.89 Million
0.11%
% of portfolio
1.55%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.8 Million1.54% of portfolio
-
Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
-
Hengehold Capital Management LLC590KShares$13 Million1.31% of portfolio
-
Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
-
Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio