Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 27,702 shares of IBTF stock, worth $646,287. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,702
Previous 27,702
-0.0%
Holding current value
$646,287
Previous $643,000
0.78%
% of portfolio
0.05%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IBTF
# of Institutions
278Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio