Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 73,547 shares of IBDU stock, worth $1.69 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
73,547Holding current value
$1.69 Million% of portfolio
1.57%Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
254Shares Held
63MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
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Capital Advisors Inc3.89MShares$89.2 Million1.81% of portfolio
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Aptus Capital Advisors, LLC3.18MShares$72.9 Million1.19% of portfolio
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Morgan Stanley New York, NY2.76MShares$63.2 Million0.0% of portfolio
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Capital Investment Advisors, LLC2.7MShares$62 Million1.28% of portfolio