Avidian Wealth Solutions, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 10,970 shares of IBTH stock, worth $246,495. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,970
Previous 10,970
-0.0%
Holding current value
$246,495
Previous $246,000
0.41%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
293Shares Held
61.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio