All Square Wealth Management LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
All Square Wealth Management LLC
- $172 Million
- Q4 2024
A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, All Square Wealth Management LLC holds 10,920 shares of IBTM stock, worth $249,194. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,920
Previous 1,270
759.84%
Holding current value
$249,194
Previous $29,000
734.48%
% of portfolio
0.14%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBTM
# of Institutions
71Shares Held
9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$37 Million2.63% of portfolio
-
Ubs Group Ag1.59MShares$36.4 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA835KShares$19.1 Million0.12% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.8 Million0.21% of portfolio
-
Confluence Investment Management LLC426KShares$9.73 Million0.15% of portfolio