Lyell Wealth Management, LP Ishares Tr Ibonds Dec 2028 Ter Transaction History
Lyell Wealth Management, LP
- $1.04 Billion
- Q2 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Lyell Wealth Management, LP holds 261,751 shares of IBDT stock, worth $6.62 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
261,751
Previous 233,301
12.19%
Holding current value
$6.62 Million
Previous $5.81 Million
11.56%
% of portfolio
0.62%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding IBDT
# of Institutions
290Shares Held
59.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$174 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70.3 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$61 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$60.7 Million1.25% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$60.6 Million1.36% of portfolio