Heritage Wealth Management, Inc./Texas Ishares Ibonds 2024 Term High Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 9,130 shares of IBHD stock, worth $212,181. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,130
Previous 9,096
0.37%
Holding current value
$212,181
Previous $211 Million
0.6%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio