Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $243 Million
- Q3 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 165,854 shares of IBDW stock, worth $3.38 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
165,854
Previous 160,053
3.62%
Holding current value
$3.38 Million
Previous $3.25 Million
8.38%
% of portfolio
1.45%
Previous 1.46%
Shares
9 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$73.9 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.2 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$44.8 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$43.9 Million0.0% of portfolio