Creative One Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 2024
A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Creative One Wealth, LLC holds 41,425 shares of IBTG stock, worth $949,461. This represents 0.03% of its overall portfolio holdings.
Number of Shares
41,425
Previous 32,210
28.61%
Holding current value
$949,461
Previous $743,000
27.05%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$92 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.4 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.5 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$62 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.4 Million1.1% of portfolio