Straight Path Wealth Management Ishares Tr Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
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 $276,454. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,549
Previous 12,549
-0.0%
Holding current value
$276,454
Previous $275,000
0.73%
% of portfolio
0.07%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
290Shares Held
80.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.63MShares$124 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC5.55MShares$122 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$85 Million0.15% of portfolio
-
Capital Investment Advisors, LLC3.68MShares$81.1 Million1.41% of portfolio
-
Capital Advisors Inc2.94MShares$64.9 Million1.11% of portfolio