Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Masso Torrence Wealth Management Inc.
- $178 Million
- Q4 2024
A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 54,124 shares of IBDT stock, worth $1.37 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
54,124
Previous 45,843
18.06%
Holding current value
$1.37 Million
Previous $1.17 Million
15.13%
% of portfolio
0.76%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding IBDT
# of Institutions
344Shares Held
78MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$194 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70.3 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$68.2 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$54.2 Million0.02% of portfolio