Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 21,502 shares of IBDR stock, worth $510,672. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,502
Previous 21,436
0.31%
Holding current value
$510,672
Previous $510,000
-0.0%
% of portfolio
0.25%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio