Sightline Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Sightline Wealth Advisors, LLC
- $181 Million
- Q3 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 16,020 shares of IBDT stock, worth $400,820. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,020
Previous 12,429
28.89%
Holding current value
$400,820
Previous $307,000
32.9%
% of portfolio
0.23%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.3 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio