Crestmont Private Wealth LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Crestmont Private Wealth LLC
- $208 Billion
- Q2 2024
A detailed history of Crestmont Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 43,201 shares of IBTE stock, worth $1.04 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
43,201
Previous 37,690
14.62%
Holding current value
$1.04 Million
Previous $902 Million
14.81%
% of portfolio
0.5%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio