Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q1 2025
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 62,416 shares of IBDT stock, worth $1.58 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
62,416
Previous 59,016
5.76%
Holding current value
$1.58 Million
Previous $1.47 Billion
7.29%
% of portfolio
1.23%
Previous 1.14%
Shares
10 transactions
Others Institutions Holding IBDT
# of Institutions
356Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$195 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.22MShares$107 Million0.89% of portfolio
-
Morgan Stanley New York, NY3.55MShares$90 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.99MShares$75.8 Million1.53% of portfolio
-
Capital Advisors Inc2.92MShares$74 Million1.5% of portfolio