Erts Wealth Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Erts Wealth Advisors, LLC
- $490 Million
- Q1 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 24,520 shares of IBTE stock, worth $587,989. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,520
Previous 18,444
32.94%
Holding current value
$587,989
Previous $440,000
33.41%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$514 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