Meredith Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 2024
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 11,669 shares of IBDS stock, worth $284,256. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,669
Previous 11,572
0.84%
Holding current value
$284,256
Previous $275 Million
0.54%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$176 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$133 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$121 Million0.03% of portfolio
-
Capital Advisors Inc3.3MShares$80.3 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$77.1 Million0.01% of portfolio