Meridian Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 40,108 shares of IBDT stock, worth $1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
40,108
Previous 23,951
67.46%
Holding current value
$1 Million
Previous $611,000
63.34%
% of portfolio
0.05%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
339Shares Held
77.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$192 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$88.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.7 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.5 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.7 Million0.02% of portfolio