Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 103,213 shares of IBTM stock, worth $2.38 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
103,213
Previous 51,423
100.71%
Holding current value
$2.38 Million
Previous $1.17 Million
98.8%
% of portfolio
1.9%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding IBTM
# of Institutions
58Shares Held
7.19MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.72MShares$39.7 Million3.0% of portfolio
-
Ubs Group Ag1.43MShares$32.9 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.512KShares$11.8 Million0.19% of portfolio
-
Confluence Investment Management LLC430KShares$9.94 Million0.14% of portfolio
-
Truist Financial Corp356KShares$8.23 Million0.01% of portfolio