New England Private Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 93,999 shares of IBDR stock, worth $2.23 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
93,999
Previous 48,933
92.1%
Holding current value
$2.23 Million
Previous $1.17 Million
91.86%
% of portfolio
0.39%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
363Shares Held
86.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.4 Million0.06% of portfolio