Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 38,438 shares of IBDT stock, worth $962,103. This represents 0.02% of its overall portfolio holdings.
Number of Shares
38,438
Previous 13,160
192.08%
Holding current value
$962,103
Previous $325,000
201.85%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio