Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 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 152,044 shares of IBDT stock, worth $3.81 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
152,044
Previous 112,489
35.16%
Holding current value
$3.81 Million
Previous $2.87 Million
31.84%
% of portfolio
0.33%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
338Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$192 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$88.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.7 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.5 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.7 Million0.02% of portfolio