Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 26,762 shares of IBDW stock, worth $553,438. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,762
Previous 24,510
9.19%
Holding current value
$553,438
Previous $497,000
14.08%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$75 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$73.4 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.5 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44.6 Million0.0% of portfolio