Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Delta Wealth Advisors LLC
- $119 Billion
- Q4 2025
A detailed history of Delta Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 346,594 shares of IBTH stock, worth $7.79 Million. This represents 6.52% of its overall portfolio holdings.
Number of Shares
346,594Holding current value
$7.79 Million% of portfolio
6.52%Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
303Shares Held
68.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
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Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
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Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
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True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio