Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,034 shares of IBDS stock, worth $481,016. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,034
Previous 18,585
7.8%
Holding current value
$481,016
Previous $441,000
10.66%
% of portfolio
0.23%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio