Catalytic Wealth Ria, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 23,468 shares of IBMQ stock, worth $594,209. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,468
Previous 21,887
7.22%
Holding current value
$594,209
Previous $553 Million
6.16%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
124Shares Held
12.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$26 Million0.0% of portfolio
-
Envestnet Asset Management Inc800KShares$20.3 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH800KShares$20.2 Million0.35% of portfolio
-
Mercer Global Advisors Inc Denver, CO783KShares$19.8 Million0.05% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio