Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 20,900 shares of IBDS stock, worth $503,690. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,900
Previous 20,034
4.32%
Holding current value
$503,690
Previous $488,000
2.46%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
381Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$188 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.8 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.8 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.7 Million6.94% of portfolio