Alterna Wealth Management, Inc Ishares Tr Ibonds December 202 Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 10,853 shares of IBMO stock, worth $276,968. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,853
Previous 10,853
-0.0%
Holding current value
$276,968
Previous $278,000
0.72%
% of portfolio
0.24%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IBMO
# of Institutions
191Shares Held
19.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.1 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio