Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Segment Wealth Management, LLC
- $1.41 Billion
- Q3 2024
A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 36,675 shares of IBDW stock, worth $752,937. This represents 0.06% of its overall portfolio holdings.
Number of Shares
36,675
Previous 32,430
13.09%
Holding current value
$752,937
Previous $658,000
18.24%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
151Shares Held
40.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.55MShares$72.8 Million1.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.5MShares$71.8 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.2 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.2 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio