Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Foundation Wealth Management, LLC
- $152 Billion
- Q4 2025
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 14,285 shares of IBDW stock, worth $301,270. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,285Holding current value
$301,270% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
253Shares Held
77.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
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Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
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Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
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Capital Advisors Inc3.09MShares$65.2 Million1.09% of portfolio