Straight Path Wealth Management Ishares Tr Ibonds Dec 2025 Ter Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,933 shares of IBTF stock, worth $441,706. This represents 0.21% of its overall portfolio holdings.
Number of Shares
18,933
Previous 19,961
5.15%
Holding current value
$441,706
Previous $463,000
4.32%
% of portfolio
0.21%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
279Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio