Wealthsource Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Wealthsource Partners, LLC holds 132,858 shares of IBDQ stock, worth $3.34 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
132,858
Previous 26,892
394.04%
Holding current value
$3.34 Million
Previous $655,000
402.14%
% of portfolio
0.22%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
430Shares Held
94.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio