Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Executive Wealth Management, LLC
- $494 Million
- Q2 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 32,299 shares of IBDT stock, worth $813,934. This represents 0.16% of its overall portfolio holdings.
Number of Shares
32,299
Previous 32,299
-0.0%
Holding current value
$813,934
Previous $800,000
-0.0%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
60.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$60.4 Million1.25% of portfolio