Fairhaven Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Fairhaven Wealth Management, LLC
- $291 Million
- Q1 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 25,803 shares of IBTE stock, worth $616,175. This represents 0.21% of its overall portfolio holdings.
Number of Shares
25,803
Previous 26,588
2.95%
Holding current value
$616,175
Previous $634,000
2.68%
% of portfolio
0.21%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio