Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 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 80,981 shares of IBMQ stock, worth $2.04 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
80,981
Previous 77,108
5.02%
Holding current value
$2.04 Million
Previous $1.93 Million
7.57%
% of portfolio
0.17%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding IBMQ
# of Institutions
128Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$28.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc865KShares$21.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO822KShares$20.7 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH818KShares$20.6 Million0.33% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$18.9 Million0.54% of portfolio