Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Straight Path Wealth Management
- $174 Million
- Q1 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 19,654 shares of IBTG stock, worth $443,787. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,654
Previous 18,032
9.0%
Holding current value
$443,787
Previous $412,000
8.25%
% of portfolio
0.26%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
180Shares Held
32.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.26MShares$73.5 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.89MShares$65.3 Million1.22% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$49.7 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$36.1 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.56MShares$35.2 Million0.32% of portfolio