Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 23,676 shares of IBDT stock, worth $596,635. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,676
Previous 14,804
59.93%
Holding current value
$596,635
Previous $368,000
59.24%
% of portfolio
0.05%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
60.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$60.4 Million1.25% of portfolio