Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 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 661,035 shares of IBDS stock, worth $15.9 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
661,035
Previous 606,625
8.97%
Holding current value
$15.9 Million
Previous $14.8 Million
7.14%
% of portfolio
6.08%
Previous 5.53%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
377Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio