Fairhaven Wealth Management, LLC Ishares Ibonds 2025 Term High Transaction History
Fairhaven Wealth Management, LLC
- $319 Million
- Q4 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 10,776 shares of IBHE stock, worth $250,757. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,776
Previous 11,541
6.63%
Holding current value
$250,757
Previous $268,000
6.72%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IBHE
# of Institutions
123Shares Held
14MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.5 Million3.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$18.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA765KShares$17.8 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO715KShares$16.6 Million9.75% of portfolio