Creative One Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Creative One Wealth, LLC holds 368,332 shares of IBTF stock, worth $8.59 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
368,332
Previous 66,012
457.98%
Holding current value
$8.59 Million
Previous $1.55 Million
455.56%
% of portfolio
0.29%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio