Catalytic Wealth Ria, LLC Ishares Tr Ibonds December 202 Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 30,641 shares of IBMO stock, worth $782,571. This represents 0.14% of its overall portfolio holdings.
Number of Shares
30,641
Previous 29,674
3.26%
Holding current value
$782,571
Previous $761 Million
2.47%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBMO
# of Institutions
193Shares Held
19.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.1 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio