Delta Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 53,830 shares of IBTI stock, worth $1.2 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
53,830Holding current value
$1.2 Million% of portfolio
1.01%Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
232Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
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Brookstone Capital Management1.37MShares$30.6 Million0.41% of portfolio