Creative One Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Creative One Wealth, LLC
- $3.51 Billion
- Q3 2025
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 52,230 shares of IBTG stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
52,230
Previous 53,680
2.7%
Holding current value
$1.2 Million
Previous $1.23 Million
2.6%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio