Lowe Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Lowe Wealth Advisors, LLC
- $252 Million
- Q2 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 $95,462. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,369
Previous 5,447
19.79%
Holding current value
$95,462
Previous $118,000
19.49%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
24.6MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$33 Million4.17% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.2 Million0.01% of portfolio
-
Hengehold Capital Management LLC922KShares$20.1 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.7 Million1.4% of portfolio