Oak Harbor Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,437 shares of IBDT stock, worth $139,132. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,437
Previous 5,437
-0.0%
Holding current value
$139,132
Previous $135,000
0.74%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
290Shares Held
59.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$176 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$71.1 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$61.7 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$61.4 Million1.25% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$61.3 Million1.36% of portfolio