Beverly Hills Private Wealth, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 12,488 shares of IBTE stock, worth $299,587. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,488
Previous 18,499
32.49%
Holding current value
$299,587
Previous $443 Million
32.38%
% of portfolio
0.07%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IBTE
# of Institutions
293Shares Held
89MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$572 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.7 Million1.54% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio