Centric Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Centric Wealth Management
- $350 Million
- Q4 2024
A detailed history of Centric Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Centric Wealth Management holds 63,363 shares of IBDR stock, worth $1.5 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
63,363Holding current value
$1.5 Million% of portfolio
0.43%Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
398Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
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Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
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Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio