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 $735,325. This represents 0.05% of its overall portfolio holdings.
Number of Shares
31,791
Previous 22,231
43.0%
Holding current value
$735,325
Previous $515,000
43.11%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IBHD
# of Institutions
126Shares Held
12.4MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.8 Million20.25% of portfolio
-
Arrow Financial Corp967KShares$22.4 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC926KShares$21.4 Million0.0% of portfolio
-
Ae Wealth Management LLC626KShares$14.5 Million0.18% of portfolio
-
Baltimore Washington Financial Advisors, Inc.621KShares$14.4 Million0.92% of portfolio