New England Private Wealth Advisors LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 16,942 shares of IBMO stock, worth $432,359. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,942
Previous 16,919
0.14%
Holding current value
$432,359
Previous $428,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall 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 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$19.7 Million0.34% of portfolio