Peloton Wealth Strategists Ishares Tr Ibonds Dec 2031 Ter Transaction History
Peloton Wealth Strategists
- $242 Million
- Q4 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 170,000 shares of IBDW stock, worth $3.5 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
170,000
Previous 147,700
15.1%
Holding current value
$3.5 Million
Previous $3.13 Million
10.37%
% of portfolio
1.43%
Previous 1.27%
Shares
7 transactions
Others Institutions Holding IBDW
# of Institutions
182Shares Held
54.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$109 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$85.8 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$77.8 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.5 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.1 Million0.0% of portfolio