Peloton Wealth Strategists Ishares Tr Ibonds Dec 2031 Ter Transaction History
Peloton Wealth Strategists
- $246 Million
- Q3 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 147,700 shares of IBDW stock, worth $3.03 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
147,700
Previous 120,000
23.08%
Holding current value
$3.03 Million
Previous $2.43 Million
28.76%
% of portfolio
1.27%
Previous 1.02%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74.5 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.9 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.2 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44.3 Million0.0% of portfolio