Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 70,914 shares of IBDU stock, worth $1.64 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
70,914
Previous 70,214
1.0%
Holding current value
$1.64 Million
Previous $1.65 Million
2.06%
% of portfolio
0.21%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
268Shares Held
80.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$129 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.9 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.6 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$83.4 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.6 Million0.02% of portfolio