Legacy Capital Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 8,867 shares of ISTB stock, worth $430,758. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,867
Previous 8,867
-0.0%
Holding current value
$430,758
Previous $423,000
1.18%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding ISTB
# of Institutions
410Shares Held
60.4MCall Options Held
0Put Options Held
0-
Acorns Advisers, LLC Irvine, CA10.7MShares$521 Million4.97% of portfolio
-
State Of Wisconsin Investment Board Madison, WI5.05MShares$245 Million0.65% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.07MShares$149 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$92.3 Million0.03% of portfolio
-
Trust Point Inc. La Crosse, WI1.82MShares$88.3 Million8.02% of portfolio