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 $782,264. This represents 0.14% of its overall portfolio holdings.
Number of Shares
30,641
Previous 29,674
3.26%
Holding current value
$782,264
Previous $761 Million
2.47%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBMO
# of Institutions
183Shares Held
18.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.6 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.4 Million0.32% of portfolio