Fairhaven Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Fairhaven Wealth Management, LLC
- $302 Million
- Q2 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 28,499 shares of IBTE stock, worth $680,841. This represents 0.23% of its overall portfolio holdings.
Number of Shares
28,499
Previous 25,803
10.45%
Holding current value
$680,841
Previous $617,000
10.7%
% of portfolio
0.23%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding IBTE
# of Institutions
294Shares Held
87.7MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$570 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$125 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.3 Million1.54% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53 Million0.01% of portfolio