Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Advisory Solutions, LLC
- $357 Million
- Q4 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 37,953 shares of IBTF stock, worth $885,823. This represents 0.25% of its overall portfolio holdings.
Number of Shares
37,953
Previous 36,677
3.48%
Holding current value
$885,823
Previous $858,000
3.15%
% of portfolio
0.25%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
309Shares Held
85.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.6 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio