Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 351,174 shares of IBTH stock, worth $7.8 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
351,174Holding current value
$7.8 Million% of portfolio
6.06%Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
233Shares Held
45.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.93MShares$110 Million1.89% of portfolio
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Morgan Stanley New York, NY3.46MShares$76.8 Million0.01% of portfolio
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Globalt Investments LLC / Ga Atlanta, GA3.01MShares$66.8 Million2.56% of portfolio
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Bank Of America Corp Charlotte, NC2.41MShares$53.5 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.51MShares$33.6 Million0.01% of portfolio