Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Beverly Hills Private Wealth, LLC
- $433 Billion
- Q1 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 18,499 shares of IBTE stock, worth $442,311. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,499
Previous 18,844
1.83%
Holding current value
$442,311
Previous $450 Million
1.5%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.6 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.2 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio