Signature Wealth Management Group Ishares Tr Ibonds Dec 2031 Ter Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2024
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 192,866 shares of IBDW stock, worth $3.94 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
192,866
Previous 165,854
16.29%
Holding current value
$3.94 Million
Previous $3.52 Million
11.51%
% of portfolio
1.66%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding IBDW
# of Institutions
181Shares Held
52.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$109 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$85.3 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$77.4 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.2 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$49.8 Million0.0% of portfolio