Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,641 shares of IBTH stock, worth $456,578. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,641
Previous 21,770
5.19%
Holding current value
$456,578
Previous $480,000
2.71%
% of portfolio
0.22%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBTH
# of Institutions
199Shares Held
32.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.05MShares$67.6 Million2.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$35.4 Million0.0% of portfolio
-
Confluence Investment Management LLC1.42MShares$31.4 Million0.45% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.37MShares$30.2 Million0.21% of portfolio