Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Jim Saulnier & Associates, LLC
- $147 Billion
- Q2 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 13,612 shares of IBMQ stock, worth $347,922. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,612
Previous 13,529
0.61%
Holding current value
$347,922
Previous $342 Million
1.09%
% of portfolio
0.24%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
167Shares Held
16.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$49.3 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
-
Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO753KShares$19.2 Million0.04% of portfolio