Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Clearstead Advisors, LLC
- $5.78 Billion
- Q2 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 799,571 shares of IBMQ stock, worth $20.5 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
799,571Holding current value
$20.5 Million% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
121Shares Held
12.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$26.3 Million0.0% of portfolio
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Envestnet Asset Management Inc800KShares$20.5 Million0.01% of portfolio
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Mercer Global Advisors Inc Denver, CO783KShares$20 Million0.05% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio
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Kathmere Capital Management, LLC Wayne, PA693KShares$17.7 Million1.89% of portfolio