Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Sax Wealth Advisors, LLC
- $1.84 Billion
- Q3 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 87,832 shares of IBDU stock, worth $2.07 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
87,832Holding current value
$2.07 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
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Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
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Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
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Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
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Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio