Talisman Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Talisman Wealth Advisors LLC
- $96.1 Million
- Q3 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 10,287 shares of IBDT stock, worth $257,483. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,287
Previous 10,383
0.92%
Holding current value
$257,483
Previous $257,000
1.95%
% of portfolio
0.27%
Previous 0.3%
Shares
2 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