Modern Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 26,531 shares of IBDQ stock, worth $663,805. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,531Holding current value
$663,805% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.01% of portfolio
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Morgan Stanley New York, NY3.68MShares$92.2 Million0.01% of portfolio
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Ubs Group Ag3.15MShares$78.9 Million0.02% of portfolio
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Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
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Mercer Global Advisors Inc Denver, CO2.26MShares$56.4 Million0.12% of portfolio