Montag A & Associates Inc Spdr Bloomberg International C Transaction History

Montag A & Associates Inc

$1.97 Billion
Q1 2025

A detailed history of Montag A & Associates Inc transactions in Spdr Bloomberg International C stock. As of the latest transaction made, Montag A & Associates Inc holds 1,608 shares of IBND stock, worth $50,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,608

Holding current value

$50,153

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$27.72 - $29.79 $44,573 - $47,902	1,608 New	1,608 $47,000

Others Institutions Holding IBND

# of Institutions

Shares Held

4.62M

Call Options Held

Put Options Held

Checchi Capital Advisers, LLC Beverly Hills, CA

1.14M
Shares

$35.4 Million
1.78% of portfolio
Lodestar Private Asset Management LLC Alamo, CA

350K
Shares

$10.9 Million
1.3% of portfolio
N.E.W. Advisory Services LLC

242K
Shares

$7.54 Million
0.57% of portfolio
Morgan Stanley New York, NY

235K
Shares

$7.33 Million
0.0% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

212K
Shares

$6.62 Million
0.2% of portfolio

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About SPDR BLOOMBERG INTERNATIONAL C

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Montag A & Associates Inc Spdr Bloomberg International C Transaction History