Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 120,981 shares of IBDS stock, worth $2.9 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
120,981
Previous 120,800
0.15%
Holding current value
$2.9 Million
Previous $2.87 Billion
2.85%
% of portfolio
2.24%
Previous 2.25%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio