Modern Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
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 20,998 shares of IBMO stock, worth $536,918. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,998
Previous 19,631
6.96%
Holding current value
$536,918
Previous $496 Million
7.22%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25.1 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.8 Million0.34% of portfolio