Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Masso Torrence Wealth Management Inc.
- $200 Million
- Q2 2025
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 31,995 shares of IBDT stock, worth $814,592. This represents 0.41% of its overall portfolio holdings.
Number of Shares
31,995
Previous 31,995
-0.0%
Holding current value
$814,592
Previous $808,000
0.62%
% of portfolio
0.41%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio