Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History
Masso Torrence Wealth Management Inc.
- $161 Million
- Q1 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 35,604 shares of IBDU stock, worth $809,991. This represents 0.5% of its overall portfolio holdings.
Number of Shares
35,604
Previous 29,260
21.68%
Holding current value
$809,991
Previous $675,000
20.3%
% of portfolio
0.5%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
184Shares Held
41.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$96.3 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$74.7 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$50.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49.2 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.88MShares$42.8 Million1.01% of portfolio