Elevate Wealth Advisory, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,709 shares of IBDQ stock, worth $168,597. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,709
Previous 6,709
-0.0%
Holding current value
$168,597
Previous $169 Million
0.04%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
394Shares Held
79.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.38MShares$160 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.48MShares$87.5 Million0.28% of portfolio
-
Morgan Stanley New York, NY3.21MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.67MShares$67.1 Million0.02% of portfolio