Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 108,698 shares of IBMP stock, worth $2.73 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
108,698
Previous 104,864
3.66%
Holding current value
$2.73 Million
Previous $2.62 Million
5.49%
% of portfolio
0.23%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding IBMP
# of Institutions
142Shares Held
17.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.62MShares$40.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO958KShares$24.1 Million0.05% of portfolio
-
Envestnet Asset Management Inc878KShares$22.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA836KShares$21 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH811KShares$20.4 Million0.33% of portfolio