Tmd Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Tmd Wealth Management, LLC
- $387 Million
- Q2 2024
A detailed history of Tmd Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 539,148 shares of IBTH stock, worth $12 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
539,148
Previous 507,475
6.24%
Holding current value
$12 Million
Previous $11.2 Million
5.86%
% of portfolio
3.07%
Previous 3.24%
Shares
3 transactions
Others Institutions Holding IBTH
# of Institutions
184Shares Held
29.9MCall Options Held
0Put Options Held
0-
Globalt Investments LLC / Ga Atlanta, GA3.18MShares$71.1 Million2.81% of portfolio
-
Morgan Stanley New York, NY3.16MShares$70.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$32.5 Million0.0% of portfolio
-
Confluence Investment Management LLC1.38MShares$30.9 Million0.46% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.3MShares$29 Million0.21% of portfolio