Centric Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Centric Wealth Management
- $357 Million
- Q1 2025
A detailed history of Centric Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Centric Wealth Management holds 151,321 shares of IBDT stock, worth $3.83 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
151,321
Previous 143,675
5.32%
Holding current value
$3.83 Million
Previous $3.58 Million
6.85%
% of portfolio
1.07%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding IBDT
# of Institutions
362Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.77MShares$197 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.22MShares$107 Million0.89% of portfolio
-
Morgan Stanley New York, NY3.74MShares$94.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.99MShares$75.6 Million1.53% of portfolio
-
Capital Advisors Inc2.92MShares$73.9 Million1.5% of portfolio