Strata Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Strata Wealth Advisors, LLC
- $311 Billion
- Q3 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 14,617 shares of IBDT stock, worth $365,863. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,617
Previous 14,617
-0.0%
Holding current value
$365,863
Previous $362 Million
3.07%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio