Wellington Wealth Strategies, Llc. Ihares Core 1 5 Years Usd Bond Transaction History
Wellington Wealth Strategies, Llc.
- $215 Billion
- Q1 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 9,727 shares of ISTB stock, worth $462,032. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,727
Previous 21,181
54.08%
Holding current value
$462,032
Previous $1.01 Billion
54.19%
% of portfolio
0.21%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding ISTB
# of Institutions
397Shares Held
59MCall Options Held
500Put Options Held
2K-
Acorns Advisers, LLC Irvine, CA9.23MShares$439 Million4.89% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.77MShares$226 Million0.62% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.22MShares$153 Million0.04% of portfolio
-
Trust Point Inc. La Crosse, WI3.1MShares$147 Million11.56% of portfolio
-
Jpmorgan Chase & CO New York, NY1.9MShares$90.4 Million0.01% of portfolio