Modern Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,052 shares of IBMO stock, worth $975,272. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,052
Previous 38,052
-0.0%
Holding current value
$975,272
Previous $973 Million
99.9%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding IBMO
# of Institutions
196Shares Held
19.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.89MShares$48.4 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH882KShares$22.6 Million0.33% of portfolio
-
Envestnet Asset Management Inc878KShares$22.5 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO859KShares$22 Million0.05% of portfolio
-
Us Bancorp \De\735KShares$18.8 Million0.02% of portfolio