Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q3 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 111,951 shares of IBTM stock, worth $2.48 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
111,951
Previous 103,213
8.47%
Holding current value
$2.48 Million
Previous $2.32 Million
13.47%
% of portfolio
2.01%
Previous 1.9%
Shares
5 transactions
Others Institutions Holding IBTM
# of Institutions
67Shares Held
8.09MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.78MShares$39.3 Million3.09% of portfolio
-
Ubs Group Ag1.44MShares$31.8 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$17.7 Million0.13% of portfolio
-
Stratos Wealth Partners, Ltd.593KShares$13.1 Million0.21% of portfolio
-
Confluence Investment Management LLC419KShares$9.27 Million0.14% of portfolio