Lyell Wealth Management, LP Ishares Ibonds Dec 2024 Term C Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Lyell Wealth Management, LP holds 122,007 shares of IBDP stock, worth $3.06 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
122,007
Previous 186,199
34.47%
Holding current value
$3.06 Million
Previous $4.68 Million
34.28%
% of portfolio
0.28%
Previous 0.45%
Shares
24 transactions
Others Institutions Holding IBDP
# of Institutions
374Shares Held
70MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$154 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.11MShares$78.1 Million0.01% of portfolio
-
Ubs Group Ag2.84MShares$71.3 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.7MShares$67.9 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$48.4 Million0.02% of portfolio