Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 89,764 shares of IBTG stock, worth $2.05 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
89,764
Previous 9,000
897.38%
Holding current value
$2.05 Million
Previous $207,000
888.89%
% of portfolio
0.1%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.8 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio