Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,853 shares of IBTJ stock, worth $327,508. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,853
Previous 14,824
0.2%
Holding current value
$327,508
Previous $318,000
0.31%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.8 Million1.54% of portfolio
-
Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
-
Hengehold Capital Management LLC590KShares$13 Million1.31% of portfolio
-
Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
-
Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio