Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 Ter Transaction History
Signature Wealth Management Group
- $222 Million
- Q1 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 231,365 shares of IBDU stock, worth $5.24 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
231,365
Previous 216,529
6.85%
Holding current value
$5.24 Million
Previous $5 Million
5.69%
% of portfolio
2.38%
Previous 2.35%
Shares
17 transactions
Others Institutions Holding IBDU
# of Institutions
184Shares Held
41.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$96 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$74.4 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$50.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.88MShares$42.6 Million1.01% of portfolio