Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Signature Wealth Management Group holds 240,544 shares of IBDV stock, worth $5.21 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
240,544
Previous 226,168
6.36%
Holding current value
$5.21 Million
Previous $5.01 Million
2.47%
% of portfolio
2.17%
Previous 2.06%
Shares
15 transactions
Others Institutions Holding IBDV
# of Institutions
223Shares Held
61MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.34MShares$94.1 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$83.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.42MShares$74.2 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.7 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$57.7 Million0.02% of portfolio