Crestmont Private Wealth LLC Ishares Ibonds Dec 2025 Term C Transaction History
Crestmont Private Wealth LLC
- $277 Billion
- Q2 2025
A detailed history of Crestmont Private Wealth LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 73,942 shares of IBDQ stock, worth $1.86 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
73,942
Previous 72,268
2.32%
Holding current value
$1.86 Million
Previous $1.82 Billion
2.44%
% of portfolio
0.67%
Previous 0.79%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
435Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio