Executive Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 126,019 shares of IBDW stock, worth $2.61 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
126,019
Previous 126,019
-0.0%
Holding current value
$2.61 Million
Previous $2.67 Million
-0.0%
% of portfolio
0.23%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$75.2 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$73.6 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.6 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$45 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44.7 Million0.0% of portfolio