Element Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Element Wealth, LLC
- $187 Million
- Q4 2024
A detailed history of Element Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Element Wealth, LLC holds 9,569 shares of IBTJ stock, worth $205,542. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,569
Previous 7,114
34.51%
Holding current value
$205,542
Previous $157,000
29.94%
% of portfolio
0.11%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
151Shares Held
17MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.4 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$22.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$17.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC822KShares$17.7 Million0.0% of portfolio
-
Ubs Group Ag745KShares$16 Million0.0% of portfolio