Signature Wealth Management Group Ishares Tr Transaction History
Signature Wealth Management Group
- $243 Million
- Q3 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Signature Wealth Management Group holds 226,168 shares of IBDV stock, worth $4.86 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
226,168
Previous 223,371
1.25%
Holding current value
$4.86 Million
Previous $4.75 Million
5.6%
% of portfolio
2.06%
Previous 2.13%
Shares
14 transactions
Others Institutions Holding IBDV
# of Institutions
208Shares Held
52.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$92.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$74.4 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.1 Million1.28% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.9 Million0.92% of portfolio
-
Capital Advisors Inc2.48MShares$53.2 Million1.08% of portfolio