New England Private Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
New England Private Wealth Advisors LLC
- $727 Million
- Q3 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 8,709 shares of IBDT stock, worth $221,382. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,709
Previous 8,644
0.75%
Holding current value
$221,382
Previous $219,000
1.37%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio