Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 22,674 shares of IBDS stock, worth $550,297. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,674
Previous 22,370
1.36%
Holding current value
$550,297
Previous $544,000
1.1%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding IBDS
# of Institutions
434Shares Held
108MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.56MShares$86.3 Million0.28% of portfolio