Endowment Wealth Management, Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History
Endowment Wealth Management, Inc.
- $125 Million
- Q2 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 84,892 shares of IBTE stock, worth $2.04 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
84,892
Previous 83,955
1.12%
Holding current value
$2.04 Million
Previous $2.01 Million
1.29%
% of portfolio
1.63%
Previous 1.66%
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
293Shares Held
89MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$572 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$126 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.7 Million1.54% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53.2 Million0.01% of portfolio