Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Seven Springs Wealth Group, LLC
- $273 Million
- Q1 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 732,460 shares of IBDS stock, worth $17.7 Million. This represents 6.49% of its overall portfolio holdings.
Number of Shares
732,460
Previous 661,035
10.81%
Holding current value
$17.7 Million
Previous $15.8 Million
11.82%
% of portfolio
6.49%
Previous 6.08%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
398Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.04MShares$195 Million0.02% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.77MShares$91.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.6 Million1.38% of portfolio
-
Ubs Group Ag2.86MShares$69.2 Million0.01% of portfolio