New England Private Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 162,841 shares of IBDR stock, worth $3.87 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
162,841
Previous 94,639
72.07%
Holding current value
$3.87 Million
Previous $2.25 Million
72.1%
% of portfolio
0.63%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
406Shares 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