Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 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 96,131 shares of IBDW stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
96,131
Previous 85,193
12.84%
Holding current value
$1.97 Million
Previous $1.73 Million
18.0%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74.5 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.9 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.2 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44.3 Million0.0% of portfolio