Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 15,071 shares of IBDT stock, worth $380,693. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,071
Previous 13,246
13.78%
Holding current value
$380,693
Previous $338,000
10.95%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IBDT
# of Institutions
344Shares Held
78MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$194 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70.3 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$68.2 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$54.2 Million0.02% of portfolio