Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Wealth Advisory Solutions, LLC
- $411 Million
- Q3 2025
A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 21,630 shares of IBTI stock, worth $485,160. This represents 0.12% of its overall portfolio holdings.
Number of Shares
21,630
Previous 20,716
4.41%
Holding current value
$485,160
Previous $463,000
4.54%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
205Shares Held
40.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio