Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,309 shares of IBTG stock, worth $463,654. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,309
Previous 21,034
3.45%
Holding current value
$463,654
Previous $476,000
1.68%
% of portfolio
0.22%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
217Shares Held
42.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.6 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$79 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.2 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$40 Million0.01% of portfolio