Straight Path Wealth Management Ishares Ibonds 2024 Term High Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Straight Path Wealth Management holds 48,949 shares of IBHD stock, worth $1.14 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
48,949
Previous 49,207
0.52%
Holding current value
$1.14 Million
Previous $1.14 Million
0.26%
% of portfolio
0.55%
Previous 0.6%
Shares
7 transactions
Others Institutions Holding IBHD
# of Institutions
111Shares Held
7.84MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.58 Million0.52% of portfolio