United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 83,972 shares of IBMQ stock, worth $2.13 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
83,972
Previous 85,797
2.13%
Holding current value
$2.13 Million
Previous $2.15 Million
0.28%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IBMQ
# of Institutions
127Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc865KShares$21.9 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO822KShares$20.8 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH818KShares$20.8 Million0.33% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio