Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Clearstead Advisors, LLC
- $6.3 Billion
- Q1 2025
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 15,168 shares of IBDU stock, worth $351,442. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,168
Previous 9,602
57.97%
Holding current value
$351,442
Previous $218,000
60.55%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.6 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.6 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.2 Million7.66% of portfolio