Peloton Wealth Strategists Ishares Tr Ibonds Dec 2031 Ter Transaction History
Peloton Wealth Strategists
- $239 Million
- Q2 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 120,000 shares of IBDW stock, worth $2.49 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
120,000
Previous 108,500
10.6%
Holding current value
$2.49 Million
Previous $2.22 Million
9.49%
% of portfolio
1.02%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$72.4 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$53.2 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.6 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.5 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$40.2 Million1.83% of portfolio