Alterna Wealth Management, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Alterna Wealth Management, Inc
- $108 Million
- Q3 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 184,665 shares of IBDQ stock, worth $4.62 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
184,665
Previous 73,245
152.12%
Holding current value
$4.62 Million
Previous $1.82 Million
154.67%
% of portfolio
4.3%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
81MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.6 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$75.8 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$58.8 Million0.15% of portfolio