Epic Trust Investment Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Epic Trust Investment Advisors, LLC

$84.7 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$21.68 - $22.66 $229,612 - $239,992	10,591 New	10,591 $238,000

Others Institutions Holding IBTI

# of Institutions

147

Shares Held

23.2M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.64M
Shares

$35.7 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.03M
Shares

$22.5 Million
0.15% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$22.4 Million
0.02% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$22 Million
1.57% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.01M
Shares

$22 Million
0.55% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.