Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 102,386 shares of IBDS stock, worth $2.46 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
102,386Holding current value
$2.46 Million% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
377Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
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Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
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Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
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Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
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Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio