Client 1 St Advisory Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 19,920 shares of IBMQ stock, worth $500,589. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,920
Previous 19,920
-0.0%
Holding current value
$500,589
Previous $503,000
0.99%
% of portfolio
0.22%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
128Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc865KShares$21.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO822KShares$20.7 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH818KShares$20.6 Million0.33% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$18.9 Million0.54% of portfolio