Meredith Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History
Meredith Wealth Planning
- $227 Billion
- Q1 2025
A detailed history of Meredith Wealth Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Meredith Wealth Planning holds 11,937 shares of IBDS stock, worth $288,875. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,937
Previous 11,974
0.31%
Holding current value
$288,875
Previous $287 Million
0.61%
% of portfolio
0.13%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding IBDS
# of Institutions
399Shares Held
104MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.04MShares$194 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc4.01MShares$97.1 Million1.98% of portfolio
-
Morgan Stanley New York, NY3.77MShares$91.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.5 Million1.38% of portfolio