Octavia Wealth Advisors, LLC Ishares Tr Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 216,250 shares of IMTB stock, worth $9.2 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
216,250Holding current value
$9.2 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding IMTB
# of Institutions
47Shares Held
3.84MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.11MShares$47.4 Million0.09% of portfolio
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Royal Bank Of Canada Toronto, A6601KShares$25.6 Million0.01% of portfolio
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Fin Trust Capital Advisors, LLC505KShares$21.5 Million3.9% of portfolio
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Destination Wealth Management429KShares$18.2 Million0.6% of portfolio
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Bank Of America Corp Charlotte, NC168KShares$7.14 Million0.0% of portfolio