Oak Harbor Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 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 $127,621. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,322
Previous 5,322
-0.0%
Holding current value
$127,621
Previous $126,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
337Shares Held
82.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$173 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$119 Million0.03% of portfolio
-
Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.16MShares$75.9 Million0.01% of portfolio