Straight Path Wealth Management Ishares Tr Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Straight Path Wealth Management holds 12,549 shares of IBDV stock, worth $278,713. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,549
Previous 9,855
27.34%
Holding current value
$278,713
Previous $210,000
26.67%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
174Shares Held
38.5MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$53.2 Million1.16% of portfolio
-
Capital Advisors Inc2.23MShares$49.5 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$46.6 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$42.9 Million0.06% of portfolio
-
Aptus Capital Advisors, LLC1.89MShares$41.9 Million0.77% of portfolio