Straight Path Wealth Management Ishares Ibonds 2024 Term High Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Straight Path Wealth Management holds 49,207 shares of IBHD stock, worth $1.14 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
49,207
Previous 52,000
5.37%
Holding current value
$1.14 Million
Previous $1.21 Million
5.69%
% of portfolio
0.6%
Previous 0.7%
Shares
6 transactions
Others Institutions Holding IBHD
# of Institutions
120Shares Held
10MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.8 Million18.83% of portfolio
-
Bank Of America Corp Charlotte, NC794KShares$18.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC676KShares$15.7 Million0.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.664KShares$15.4 Million0.92% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio