Carolinas Wealth Consulting LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 116 shares of IBDR stock, worth $2,755. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 116
-0.0%
Holding current value
$2,755
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
369Shares Held
88.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio