Element Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Element Wealth, LLC
- $170 Million
- Q1 2024
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Element Wealth, LLC holds 45,809 shares of IBTE stock, worth $1.09 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
45,809
Previous 41,246
11.06%
Holding current value
$1.09 Million
Previous $984,000
11.38%
% of portfolio
0.64%
Previous 0.62%
Shares
7 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio