Atria Wealth Solutions, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 179,051 shares of IBTG stock, worth $4.1 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
179,051
Previous 191,491
6.5%
Holding current value
$4.1 Million
Previous $4.39 Million
6.53%
% of portfolio
0.1%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
300Shares Held
70.8MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.2 Million0.01% of portfolio