Montis Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Montis Financial, LLC holds 24,327 shares of IBDR stock, worth $577,766. This represents 0.18% of its overall portfolio holdings.
Number of Shares
24,327Holding current value
$577,766% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
401Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
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Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
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Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio