Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 26,290 shares of IBDW stock, worth $546,569. This represents 0.5% of its overall portfolio holdings.
Number of Shares
26,290
Previous 26,290
-0.0%
Holding current value
$546,569
Previous $535 Million
1.97%
% of portfolio
0.5%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
187Shares Held
55.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$110 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$86.8 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$78.6 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.83MShares$58.8 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.6 Million0.0% of portfolio