4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 15,009 shares of IBDU stock, worth $342,955. This represents 0.33% of its overall portfolio holdings.
Number of Shares
15,009
Previous 14,539
3.23%
Holding current value
$342,955
Previous $341,000
0.29%
% of portfolio
0.33%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
247Shares Held
61.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.5 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.6 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.7MShares$61.7 Million1.28% of portfolio