Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
231Shares Held
42.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.93MShares$109 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.01MShares$66.6 Million2.56% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$33.5 Million0.01% of portfolio