Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Seven Springs Wealth Group, LLC
- $249 Million
- Q2 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 580,560 shares of IBDS stock, worth $13.9 Million. This represents 5.52% of its overall portfolio holdings.
Number of Shares
580,560
Previous 456,590
27.15%
Holding current value
$13.9 Million
Previous $10.9 Million
26.78%
% of portfolio
5.52%
Previous 4.27%
Shares
2 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