Peloton Wealth Strategists Ishares Tr Ibonds December 202 Transaction History
Peloton Wealth Strategists
- $246 Million
- Q3 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Peloton Wealth Strategists holds 10,200 shares of IBMO stock, worth $259,386. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,200
Previous 10,200
-0.0%
Holding current value
$259,386
Previous $258,000
1.16%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding IBMO
# of Institutions
170Shares Held
17.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.2 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.3 Million0.32% of portfolio