Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Foundation Wealth Management, LLC
- $123 Billion
- Q1 2024
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 55,492 shares of IBDT stock, worth $1.38 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
55,492
Previous 51,076
8.65%
Holding current value
$1.38 Million
Previous $1.28 Billion
7.84%
% of portfolio
1.13%
Previous 1.15%
Shares
6 transactions
Others Institutions Holding IBDT
# of Institutions
266Shares Held
54.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$161 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$59.8 Million0.0% of portfolio
-
Capital Advisors Inc2.27MShares$56.5 Million1.23% of portfolio
-
Capital Investment Advisors, LLC2.19MShares$54.4 Million1.29% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$44.9 Million0.91% of portfolio