Heritage Wealth Management, Inc./Texas Ishares Ibonds 2024 Term High Transaction History
Heritage Wealth Management, Inc./Texas
- $154 Billion
- Q1 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 9,059 shares of IBHD stock, worth $209,534. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,059
Previous 9,035
0.27%
Holding current value
$209,534
Previous $210 Million
0.72%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IBHD
# of Institutions
126Shares Held
12.4MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.8 Million20.25% of portfolio
-
Arrow Financial Corp967KShares$22.4 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC926KShares$21.4 Million0.0% of portfolio
-
Ae Wealth Management LLC626KShares$14.5 Million0.18% of portfolio
-
Baltimore Washington Financial Advisors, Inc.621KShares$14.4 Million0.92% of portfolio