Wealthsource Partners, LLC Ishares Ibonds 2024 Term High Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Wealthsource Partners, LLC holds 31,791 shares of IBHD stock, worth $738,822. This represents 0.05% of its overall portfolio holdings.
Number of Shares
31,791
Previous 22,231
43.0%
Holding current value
$738,822
Previous $515,000
43.11%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio