Mosaic Family Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 22,568 shares of IBDR stock, worth $535,990. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,568
Previous 9,295
142.8%
Holding current value
$535,990
Previous $226 Million
140.49%
% of portfolio
0.08%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
404Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio