High Note Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, High Note Wealth, LLC holds 36,836 shares of IBTG stock, worth $843,544. This represents 0.18% of its overall portfolio holdings.
Number of Shares
36,836
Previous 24,334
51.38%
Holding current value
$843,544
Previous $557,000
51.71%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall 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