Catalytic Wealth Ria, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 29,768 shares of IBMQ stock, worth $756,107. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,768
Previous 23,468
26.85%
Holding current value
$756,107
Previous $587 Million
29.94%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IBMQ
# of Institutions
128Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc865KShares$22 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO822KShares$20.9 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH818KShares$20.8 Million0.33% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio