Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Foundation Wealth Management, LLC
- $132 Billion
- Q3 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 154,729 shares of IBDR stock, worth $3.67 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
154,729
Previous 154,899
0.11%
Holding current value
$3.67 Million
Previous $3.69 Billion
1.9%
% of portfolio
2.85%
Previous 2.89%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio