Fsa Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fsa Wealth Management LLC
- $323 Million
- Q3 2025
A detailed history of Fsa Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fsa Wealth Management LLC holds 89 shares of IBTG stock, worth $2,038. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89
Previous 89
-0.0%
Holding current value
$2,038
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
79MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio