Soa Wealth Advisors, Llc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 68 shares of IBDR stock, worth $1,615. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68Holding current value
$1,615% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
460Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
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Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
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Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio
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Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio