Bartlett & Co. Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,500 shares of IBDS stock, worth $60,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,500
-0.0%
Holding current value
$60,225
Previous $59.3 Million
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$176 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.4 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.3 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.2 Million1.21% of portfolio