Ae Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,151 shares of IBTF stock, worth $166,904. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,151
Previous 9,210
22.36%
Holding current value
$166,904
Previous $215,000
22.79%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IBTF
# of Institutions
309Shares Held
85.4MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.6 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio