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 22,940 shares of IBTH stock, worth $514,544. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,940
Previous 20,641
11.14%
Holding current value
$514,544
Previous $467,000
8.99%
% of portfolio
0.22%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding IBTH
# of Institutions
235Shares Held
44.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.93MShares$111 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.46MShares$77.5 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA3.01MShares$67.4 Million2.56% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$54 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$33.9 Million0.01% of portfolio