Straight Path Wealth Management Ishares Tr Ibonds Dec 2024 Ter Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,251 shares of IBTE stock, worth $438,024. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,251
Previous 19,224
5.06%
Holding current value
$438,024
Previous $460,000
5.0%
% of portfolio
0.23%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IBTE
# of Institutions
299Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$573 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$94.3 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio