Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Seven Springs Wealth Group, LLC
- $267 Million
- Q3 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 606,625 shares of IBDS stock, worth $14.5 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
606,625
Previous 580,560
4.49%
Holding current value
$14.5 Million
Previous $13.8 Million
7.31%
% of portfolio
5.53%
Previous 5.52%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
342Shares Held
83.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.8 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio