Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Sightline Wealth Advisors, LLC
- $160 Million
- Q2 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 84,843 shares of IBDS stock, worth $2.07 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
84,843
Previous 54,032
57.02%
Holding current value
$2.07 Million
Previous $1.29 Million
56.65%
% of portfolio
1.26%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$176 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$133 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$121 Million0.03% of portfolio
-
Capital Advisors Inc3.3MShares$80.5 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$77.2 Million0.01% of portfolio