Straight Path Wealth Management Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 21,706 shares of IBTF stock, worth $506,183. This represents 0.22% of its overall portfolio holdings.
Number of Shares
21,706
Previous 18,933
14.65%
Holding current value
$506,183
Previous $443,000
14.22%
% of portfolio
0.22%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
298Shares Held
77.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio