Precision Wealth Strategies, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Precision Wealth Strategies, LLC
- $274 Million
- Q2 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 10,546 shares of IBTJ stock, worth $230,851. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,546Holding current value
$230,851% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
24.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$33 Million4.17% of portfolio
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Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
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Envestnet Asset Management Inc971KShares$21.3 Million0.01% of portfolio
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Hengehold Capital Management LLC922KShares$20.2 Million1.88% of portfolio
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Atwood & Palmer Inc903KShares$19.8 Million1.4% of portfolio