Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,994 shares of IBTI stock, worth $467,536. This represents 0.21% of its overall portfolio holdings.
Number of Shares
20,994
Previous 21,228
1.1%
Holding current value
$467,536
Previous $464,000
0.65%
% of portfolio
0.21%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
194Shares Held
37.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.43MShares$76.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.42MShares$53.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.07MShares$46 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.5MShares$33.3 Million0.21% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.21MShares$26.9 Million0.01% of portfolio