Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q4 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 112,713 shares of IBTM stock, worth $2.56 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
112,713
Previous 111,951
0.68%
Holding current value
$2.56 Million
Previous $2.63 Million
4.79%
% of portfolio
1.91%
Previous 2.01%
Shares
6 transactions
Others Institutions Holding IBTM
# of Institutions
71Shares Held
9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$36.9 Million2.63% of portfolio
-
Ubs Group Ag1.59MShares$36.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA835KShares$19 Million0.12% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.7 Million0.21% of portfolio
-
Confluence Investment Management LLC426KShares$9.69 Million0.14% of portfolio