Straight Path Wealth Management Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 14,275 shares of IBDU stock, worth $327,040. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,275
Previous 13,655
4.54%
Holding current value
$327,040
Previous $309,000
8.41%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.7 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio