Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 164,744 shares of IBDS stock, worth $3.95 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
164,744Holding current value
$3.95 Million% of portfolio
3.68%Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
362Shares Held
94.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
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Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
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Capital Advisors Inc3.72MShares$89.3 Million1.83% of portfolio
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Morgan Stanley New York, NY3.29MShares$78.9 Million0.01% of portfolio
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Aptus Capital Advisors, LLC3.12MShares$74.9 Million1.21% of portfolio