Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 85,193 shares of IBDW stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
85,193
Previous 64,992
31.08%
Holding current value
$1.75 Million
Previous $1.33 Million
29.83%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio