Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Seven Springs Wealth Group, LLC
- $395 Million
- Q2 2025
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 808,173 shares of IBDS stock, worth $19.7 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
808,173
Previous 732,460
10.34%
Holding current value
$19.7 Million
Previous $17.7 Million
10.75%
% of portfolio
4.96%
Previous 6.49%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
420Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio