Avidian Wealth Solutions, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Avidian Wealth Solutions, LLC
- $2.51 Billion
- Q3 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 10,708 shares of IBTG stock, worth $245,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,708
Previous 10,708
-0.0%
Holding current value
$245,213
Previous $245,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
78.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio