Asset Dedication, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Asset Dedication, LLC holds 89,748 shares of IBTI stock, worth $1.96 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
89,748
Previous 127,395
29.55%
Holding current value
$1.96 Million
Previous $2.78 Million
27.36%
% of portfolio
0.14%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22 Million0.55% of portfolio