Peloton Wealth Strategists Ishares Tr Ibonds December 202 Transaction History
Peloton Wealth Strategists
- $242 Million
- Q4 2024
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Peloton Wealth Strategists holds 11,000 shares of IBMO stock, worth $281,270. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,000
Previous 10,200
7.84%
Holding current value
$281,270
Previous $261,000
7.28%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IBMO
# of Institutions
192Shares Held
19.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.2 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22.1 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio