Segment Wealth Management, LLC Ishares Tr Transaction History
Segment Wealth Management, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Segment Wealth Management, LLC holds 75,945 shares of IBDV stock, worth $1.64 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
75,945
Previous 51,530
47.38%
Holding current value
$1.64 Million
Previous $1.14 Million
42.03%
% of portfolio
0.11%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IBDV
# of Institutions
224Shares Held
61.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.34MShares$94 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$83.8 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.42MShares$74.1 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.6 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$57.6 Million0.02% of portfolio