Obsidian Personal Planning Solutions LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Obsidian Personal Planning Solutions LLC
- $283 Million
- Q3 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,178,521 shares of IBTH stock, worth $26.5 Million. This represents 9.39% of its overall portfolio holdings.
Number of Shares
1,178,521
Previous 361,985
225.57%
Holding current value
$26.5 Million
Previous $8.14 Million
226.0%
% of portfolio
9.39%
Previous 3.33%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio