Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q1 2025
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 18,833 shares of IBDU stock, worth $432,029. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,833
Previous 14,893
26.46%
Holding current value
$432,029
Previous $340 Million
28.28%
% of portfolio
0.34%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
276Shares Held
82.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$128 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.4 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.1 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$82.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.1 Million0.02% of portfolio