Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 27,845 shares of IBTJ stock, worth $598,110. This represents 0.46% of its overall portfolio holdings.
Number of Shares
27,845Holding current value
$598,110% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
151Shares Held
17MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.4 Million1.62% of portfolio
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Wells Fargo & Company San Francisco, CA1.04MShares$22.3 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL833KShares$17.9 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC822KShares$17.7 Million0.0% of portfolio
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Ubs Group Ag745KShares$16 Million0.0% of portfolio