Fortis Capital Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Fortis Capital Management LLC
- $468 Million
- Q2 2024
A detailed history of Fortis Capital Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Fortis Capital Management LLC holds 69,320 shares of IBDW stock, worth $1.42 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
69,320
Previous 66,703
3.92%
Holding current value
$1.42 Million
Previous $1.37 Million
2.93%
% of portfolio
0.3%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio