Catalytic Wealth Ria, LLC Ishares Tr Ibonds December 202 Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 29,674 shares of IBMO stock, worth $756,687. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,674
Previous 23,427
26.67%
Holding current value
$756,687
Previous $593 Million
28.34%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IBMO
# of Institutions
177Shares Held
18.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.4 Million0.32% of portfolio