Mascoma Wealth Management LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Mascoma Wealth Management LLC
- $376 Million
- Q2 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 8,400 shares of IBTE stock, worth $201,600. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,400
Previous 13,646
38.44%
Holding current value
$201,600
Previous $326,000
38.34%
% of portfolio
0.05%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio