Fairhaven Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Fairhaven Wealth Management, LLC
- $319 Million
- Q4 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 32,414 shares of IBTF stock, worth $756,542. This represents 0.24% of its overall portfolio holdings.
Number of Shares
32,414
Previous 32,414
-0.0%
Holding current value
$756,542
Previous $759,000
0.53%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.6 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio