Straight Path Wealth Management Ishares Ibonds 2025 Term High Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Straight Path Wealth Management holds 65,361 shares of IBHE stock, worth $1.51 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
65,361
Previous 62,197
5.09%
Holding current value
$1.51 Million
Previous $1.45 Million
4.54%
% of portfolio
0.8%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding IBHE
# of Institutions
107Shares Held
13.6MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.3 Million3.14% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$28.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA692KShares$16 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO677KShares$15.7 Million9.91% of portfolio