Up Strategic Wealth Investment Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 14,030 shares of IBDS stock, worth $336,860. This represents 0.5% of its overall portfolio holdings.
Number of Shares
14,030
Previous 14,030
-0.0%
Holding current value
$336,860
Previous $334 Million
0.29%
% of portfolio
0.5%
Previous 0.55%
Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
339Shares Held
84.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$173 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$119 Million0.03% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.16MShares$76 Million0.01% of portfolio