Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History
Cabot Wealth Management Inc
- $782 Million
- Q4 2024
A detailed history of Cabot Wealth Management Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 65,775 shares of IBDT stock, worth $1.66 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
65,775
Previous 65,467
0.47%
Holding current value
$1.66 Million
Previous $1.67 Million
2.03%
% of portfolio
0.21%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding IBDT
# of Institutions
340Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.4 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70.1 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$68 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$54.1 Million0.02% of portfolio