Client 1 St Advisory Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
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 $509,155. This represents 0.19% of its overall portfolio holdings.
Number of Shares
19,920
Previous 19,920
-0.0%
Holding current value
$509,155
Previous $503,000
0.6%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
169Shares Held
17MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.07MShares$52.9 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
-
Mercer Global Advisors Inc Denver, CO857KShares$21.9 Million0.05% of portfolio
-
Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio