Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 102,206 shares of IBDR stock, worth $2.43 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
102,206
Previous 27,241
275.19%
Holding current value
$2.43 Million
Previous $662 Million
271.95%
% of portfolio
0.09%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
405Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio