Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Shelton Wealth Management, LLC
- $180 Million
- Q1 2025
A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 367,727 shares of IBTK stock, worth $7.31 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
367,727Holding current value
$7.31 Million% of portfolio
4.03%Shares
1 transactions
Others Institutions Holding IBTK
# of Institutions
122Shares Held
15.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$49.8 Million0.01% of portfolio
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Atwood & Palmer Inc1.13MShares$22.4 Million1.57% of portfolio
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Bank Of America Corp Charlotte, NC1.05MShares$20.8 Million0.0% of portfolio
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Farmer Steven Patrick850KShares$16.9 Million0.28% of portfolio
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Envestnet Asset Management Inc627KShares$12.5 Million0.0% of portfolio