Wealth Bridge Capital Management, LLC Ishares Tr Ibonds December 202 Transaction History
Wealth Bridge Capital Management, LLC
- $342 Million
- Q3 2024
A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 12,888 shares of IBMO stock, worth $328,901. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,888
Previous 9,078
41.97%
Holding current value
$328,901
Previous $229,000
44.1%
% of portfolio
0.1%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.7 Million0.34% of portfolio