Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 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 13,246 shares of IBDT stock, worth $329,692. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,246
Previous 11,363
16.57%
Holding current value
$329,692
Previous $281,000
20.28%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
302Shares Held
67.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$176 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$82.9 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.3 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$63.9 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.1 Million1.33% of portfolio