Sound View Wealth Advisors Group, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Sound View Wealth Advisors Group, LLC
- $1.47 Billion
- Q4 2025
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 145,978 shares of IBMQ stock, worth $3.72 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
145,978
Previous 102,895
41.87%
Holding current value
$3.72 Million
Previous $2.64 Million
41.09%
% of portfolio
0.25%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding IBMQ
# of Institutions
183Shares Held
18.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio