Endowment Wealth Management, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 83,955 shares of IBTE stock, worth $2.01 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
83,955
Previous 51,243
63.84%
Holding current value
$2.01 Million
Previous $1.22 Million
64.4%
% of portfolio
1.66%
Previous 1.14%
Shares
5 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$513 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.8 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.4 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.9 Million0.01% of portfolio