Soa Wealth Advisors, Llc. Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 162 shares of IBDU stock, worth $3,813. This represents 0.0% of its overall portfolio holdings.
Number of Shares
162Holding current value
$3,813% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
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Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
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Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
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Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
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Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio