Wealth Trust Axiom LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Wealth Trust Axiom LLC
- $329 Million
- Q3 2024
A detailed history of Wealth Trust Axiom LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 61,300 shares of IBDS stock, worth $1.48 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
61,300
Previous 59,300
3.37%
Holding current value
$1.48 Million
Previous $1.41 Million
6.11%
% of portfolio
0.45%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
354Shares Held
87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$176 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.7 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.2 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.2 Million1.21% of portfolio