Endowment Wealth Management, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Endowment Wealth Management, Inc.
- $189 Million
- Q3 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 60,285 shares of IBTF stock, worth $1.41 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
60,285
Previous 46,901
28.54%
Holding current value
$1.41 Million
Previous $1.1 Million
28.58%
% of portfolio
0.75%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
319Shares Held
65.3MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio