Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 116,273 shares of IBDS stock, worth $2.8 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
116,273
Previous 116,273
-0.0%
Holding current value
$2.8 Million
Previous $2.83 Million
-0.0%
% of portfolio
0.24%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
354Shares Held
86.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.2 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.1 Million1.21% of portfolio