Financial Strategies Group, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History
Financial Strategies Group, Inc.
- $394 Million
- Q2 2024
A detailed history of Financial Strategies Group, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 909,284 shares of IBTE stock, worth $21.8 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
909,284
Previous 915,760
0.71%
Holding current value
$21.8 Million
Previous $21.9 Million
0.54%
% of portfolio
5.54%
Previous 5.86%
Shares
4 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio