New England Private Wealth Advisors LLC Ishares Tr Ibonds December 202 Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 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 67,063 shares of IBMO stock, worth $1.71 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
67,063
Previous 16,964
295.33%
Holding current value
$1.71 Million
Previous $435,000
292.41%
% of portfolio
0.28%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IBMO
# of Institutions
191Shares Held
19.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.1 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio