Catalytic Wealth Ria, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 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 30,734 shares of IBMQ stock, worth $777,262. This represents 0.14% of its overall portfolio holdings.
Number of Shares
30,734
Previous 29,768
3.25%
Holding current value
$777,262
Previous $763 Million
1.43%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBMQ
# of Institutions
141Shares Held
15.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.76MShares$44.4 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH878KShares$22.2 Million0.34% of portfolio
-
Envestnet Asset Management Inc836KShares$21.1 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.1 Million0.54% of portfolio
-
Us Bancorp \De\704KShares$17.8 Million0.02% of portfolio