Alterna Wealth Management, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 181,806 shares of IBDQ stock, worth $4.57 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
181,806
Previous 184,665
1.55%
Holding current value
$4.57 Million
Previous $4.64 Million
1.75%
% of portfolio
3.95%
Previous 4.3%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
418Shares Held
94.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$80 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.5 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.3 Million0.02% of portfolio