Endowment Wealth Management, Inc. Ishares Ibonds 2024 Term High Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 60,670 shares of IBHD stock, worth $1.41 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
60,670
Previous 59,459
2.04%
Holding current value
$1.41 Million
Previous $1.38 Million
2.32%
% of portfolio
1.03%
Previous 1.11%
Shares
7 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio