Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Atlantic Private Wealth, LLC
- $119 Million
- Q1 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 42,941 shares of IBTL stock, worth $861,396. This represents 0.72% of its overall portfolio holdings.
Number of Shares
42,941
Previous 43,272
0.76%
Holding current value
$861,396
Previous $888,000
2.59%
% of portfolio
0.72%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding IBTL
# of Institutions
50Shares Held
6.77MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.67MShares$33.6 Million0.01% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.58MShares$31.6 Million0.23% of portfolio
-
Krilogy Financial LLC534KShares$10.7 Million0.87% of portfolio
-
Morgan Stanley New York, NY338KShares$6.77 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY331KShares$6.64 Million0.08% of portfolio