Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 46,839 shares of IBDU stock, worth $1.07 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
46,839
Previous 37,853
23.74%
Holding current value
$1.07 Million
Previous $889,000
20.02%
% of portfolio
0.6%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
248Shares Held
62.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.8 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.9 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.2 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.7MShares$62 Million1.28% of portfolio