Lowe Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Lowe Wealth Advisors, LLC
- $268 Million
- Q3 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 4,369 shares of IBTJ stock, worth $96,423. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,369
Previous 4,369
-0.0%
Holding current value
$96,423
Previous $95,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
173Shares Held
26.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio