Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 88,754 shares of IBMQ stock, worth $2.24 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
88,754
Previous 80,919
9.68%
Holding current value
$2.24 Million
Previous $2.04 Million
10.16%
% of portfolio
0.19%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding IBMQ
# of Institutions
151Shares Held
16MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$48.7 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH862KShares$21.8 Million0.35% of portfolio
-
Envestnet Asset Management Inc804KShares$20.3 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19 Million0.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO753KShares$19 Million0.04% of portfolio