Fourth Dimension Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
- Q2 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 41,276 shares of IBTG stock, worth $946,458. This represents 0.4% of its overall portfolio holdings.
Number of Shares
41,276
Previous 9,372
340.42%
Holding current value
$946,458
Previous $215 Million
340.25%
% of portfolio
0.4%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
307Shares Held
75.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$71 Million1.6% of portfolio