Kathmere Capital Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Kathmere Capital Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Kathmere Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 795,473 shares of IBDU stock, worth $18.2 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
795,473
Previous 967,083
17.75%
Holding current value
$18.2 Million
Previous $22.7 Million
20.23%
% of portfolio
1.71%
Previous 2.23%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
239Shares Held
60.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.4 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.5 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$62.9 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.7MShares$61.6 Million1.28% of portfolio