Adg Wealth Management Group, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Adg Wealth Management Group, LLC
- $126 Billion
- Q3 2025
A detailed history of Adg Wealth Management Group, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 30,644 shares of IBDR stock, worth $727,795. This represents 0.59% of its overall portfolio holdings.
Number of Shares
30,644
Previous 30,555
0.29%
Holding current value
$727,795
Previous $741 Million
0.5%
% of portfolio
0.59%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio