Straight Path Wealth Management Ishares Tr Ibonds Dec 2029 Ter Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
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 15,445 shares of IBDU stock, worth $358,169. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,445
Previous 15,445
-0.0%
Holding current value
$358,169
Previous $352,000
1.42%
% of portfolio
0.16%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.7 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.3 Million7.66% of portfolio