Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,658 shares of IBDT stock, worth $474,286. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,658
Previous 18,649
0.05%
Holding current value
$474,286
Previous $474,000
0.42%
% of portfolio
0.13%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio