Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2027 Ter 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 Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 742,378 shares of IBDS stock, worth $17.6 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
742,378
Previous 746,143
0.5%
Holding current value
$17.6 Million
Previous $17.9 Million
1.05%
% of portfolio
1.89%
Previous 1.98%
Shares
16 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$162 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$121 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$112 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.1 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.5 Million0.01% of portfolio