Oak Harbor Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Oak Harbor Wealth Partners, LLC
- $340 Million
- Q4 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,322 shares of IBDS stock, worth $128,206. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,322
Previous 5,322
-0.0%
Holding current value
$128,206
Previous $129,000
1.55%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
382Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.7 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.7 Million6.94% of portfolio