Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 863,127 shares of IBDT stock, worth $21.7 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
863,127
Previous 806,748
6.99%
Holding current value
$21.7 Million
Previous $20.6 Million
4.35%
% of portfolio
1.75%
Previous 1.7%
Shares
8 transactions
Others Institutions Holding IBDT
# of Institutions
340Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$193 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.4 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70.1 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$68 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$54.1 Million0.02% of portfolio