Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 778,378 shares of IBDP stock, worth $19.5 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
778,378
Previous 806,498
3.49%
Holding current value
$19.5 Million
Previous $20.1 Million
2.94%
% of portfolio
2.09%
Previous 2.23%
Shares
20 transactions
Others Institutions Holding IBDP
# of Institutions
383Shares Held
78.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.56MShares$164 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.08MShares$77 Million0.01% of portfolio
-
Ubs Group Ag2.92MShares$73 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.71MShares$67.8 Million1.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.82MShares$45.6 Million0.02% of portfolio