Fairhaven Wealth Management, LLC Ishares Ibonds 2025 Term High Transaction History
Fairhaven Wealth Management, LLC
- $302 Million
- Q2 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 11,541 shares of IBHE stock, worth $267,174. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,541
Previous 10,426
10.69%
Holding current value
$267,174
Previous $243,000
10.29%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBHE
# of Institutions
108Shares Held
13.9MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.3 Million3.14% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$28.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA692KShares$16 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO677KShares$15.7 Million9.91% of portfolio