True Link Financial Advisors, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
42Shares Held
10MCall Options Held
0Put Options Held
0-
Inter Ocean Capital Group, LLC Nashville, TN1.49MShares$35.5 Million0.89% of portfolio
-
Connecticut Wealth Management, LLC906KShares$21.6 Million1.06% of portfolio
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Colony Group LLC Boston, MA556KShares$13.3 Million0.2% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ552KShares$13.2 Million0.03% of portfolio
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Farmer Steven Patrick496KShares$11.8 Million0.19% of portfolio