Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 119,125 shares of IBDR stock, worth $2.83 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
119,125Holding current value
$2.83 Million% of portfolio
2.68%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
386Shares Held
93.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
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Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
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Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio