Signature Wealth Management Group Ishares Tr Ibonds Dec 2028 Ter Transaction History
Signature Wealth Management Group
- $243 Million
- Q3 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 208,767 shares of IBDT stock, worth $5.25 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
208,767
Previous 205,660
1.51%
Holding current value
$5.25 Million
Previous $5.09 Million
4.61%
% of portfolio
2.19%
Previous 2.28%
Shares
21 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
61.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$69.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.6 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.7 Million1.33% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.6 Million1.14% of portfolio