Peloton Wealth Strategists Ishares Tr Ibonds Dec 2028 Ter Transaction History
Peloton Wealth Strategists
- $246 Million
- Q3 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 13,000 shares of IBMQ stock, worth $326,430. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,000
Previous 12,000
8.33%
Holding current value
$326,430
Previous $300,000
11.0%
% of portfolio
0.14%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding IBMQ
# of Institutions
128Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc865KShares$21.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO822KShares$20.6 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH818KShares$20.5 Million0.33% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$18.9 Million0.54% of portfolio