Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Advisory Solutions, LLC
- $369 Million
- Q2 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 36,185 shares of IBTF stock, worth $843,834. This represents 0.23% of its overall portfolio holdings.
Number of Shares
36,185
Previous 34,925
3.61%
Holding current value
$843,834
Previous $811,000
3.58%
% of portfolio
0.23%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
254Shares Held
80.5MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.71MShares$86.6 Million1.57% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio