Client 1 St Advisory Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Client 1 St Advisory Group, LLC
- $256 Million
- Q4 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 19,920 shares of IBMQ stock, worth $505,768. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,920
Previous 19,920
-0.0%
Holding current value
$505,768
Previous $498,000
0.6%
% of portfolio
0.2%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
141Shares Held
15.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.76MShares$44.6 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH878KShares$22.3 Million0.34% of portfolio
-
Envestnet Asset Management Inc836KShares$21.2 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio
-
Us Bancorp \De\704KShares$17.9 Million0.02% of portfolio