Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 651,055 shares of IBDW stock, worth $13.3 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
651,055
Previous 503,132
29.4%
Holding current value
$13.3 Million
Previous $10.2 Million
35.34%
% of portfolio
1.14%
Previous 1.06%
Shares
4 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