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 $9.23 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
216,250Holding current value
$9.23 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding IMTB
# of Institutions
51Shares Held
3.55MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.15MShares$49 Million0.08% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.6 Million3.9% of portfolio
-
Destination Wealth Management435KShares$18.6 Million0.58% of portfolio
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Bank Of America Corp Charlotte, NC207KShares$8.85 Million0.0% of portfolio
-
Global Retirement Partners, LLC163KShares$6.94 Million0.2% of portfolio