Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Wealth Advisory Solutions, LLC
- $425 Million
- Q4 2025
A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 11,426 shares of IBDR stock, worth $271,367. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,426
Previous 10,836
5.44%
Holding current value
$271,367
Previous $257,000
5.45%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio