Straight Path Wealth Management Ishares Tr Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 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 $269,552. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,549
Previous 12,549
-0.0%
Holding current value
$269,552
Previous $266,000
4.51%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
206Shares Held
52.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$92.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$74.4 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.1 Million1.28% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.9 Million0.92% of portfolio
-
Capital Advisors Inc2.48MShares$53.2 Million1.08% of portfolio