Windsor Capital Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Windsor Capital Management, LLC
- $327 Million
- Q4 2024
A detailed history of Windsor Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Windsor Capital Management, LLC holds 303,895 shares of IBDU stock, worth $6.97 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
303,895
Previous 295,557
2.82%
Holding current value
$6.97 Million
Previous $6.95 Million
0.29%
% of portfolio
2.12%
Previous 2.08%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
252Shares Held
62.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.89MShares$89.2 Million1.81% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.9 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.2 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.7MShares$62 Million1.28% of portfolio