Modern Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 25,237 shares of IBMO stock, worth $644,300. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,237
Previous 20,998
20.19%
Holding current value
$644,300
Previous $532 Million
21.77%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IBMO
# of Institutions
185Shares Held
18.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Morgan Stanley New York, NY806KShares$20.6 Million0.0% of portfolio