Client 1 St Advisory Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Client 1 St Advisory Group, LLC
- $253 Million
- Q1 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 $503,378. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,920
Previous 19,920
-0.0%
Holding current value
$503,378
Previous $501,000
0.4%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
151Shares Held
16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$48.7 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH862KShares$21.8 Million0.35% of portfolio
-
Envestnet Asset Management Inc804KShares$20.3 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19 Million0.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO753KShares$19 Million0.04% of portfolio