Centric Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Centric Wealth Management
- $399 Million
- Q2 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 159,691 shares of IBDT stock, worth $4.07 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
159,691
Previous 151,321
5.53%
Holding current value
$4.07 Million
Previous $3.82 Million
6.2%
% of portfolio
1.02%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio