Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,330 shares of IBDW stock, worth $68,398. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,330
Previous 2,542
31.0%
Holding current value
$68,398
Previous $51,000
37.25%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74.5 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.9 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.2 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44.3 Million0.0% of portfolio