Confluence Investment Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Confluence Investment Management LLC
- $7.15 Billion
- Q3 2024
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 493,656 shares of IBDW stock, worth $10.1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
493,656Holding current value
$10.1 Million% of portfolio
0.15%Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
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Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
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Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio