Sightline Wealth Advisors, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Sightline Wealth Advisors, LLC
- $160 Million
- Q2 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 21,389 shares of IBDP stock, worth $539,002. This represents 0.33% of its overall portfolio holdings.
Number of Shares
21,389
Previous 34,972
38.84%
Holding current value
$539,002
Previous $876,000
38.7%
% of portfolio
0.33%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding IBDP
# of Institutions
385Shares Held
75MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$155 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.11MShares$78.4 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.85MShares$71.9 Million1.31% of portfolio
-
Ubs Group Ag2.84MShares$71.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$48.5 Million0.02% of portfolio