Up Strategic Wealth Investment Advisors LLC Ishares Ibonds Dec 2025 Term C Transaction History
Up Strategic Wealth Investment Advisors LLC
- $89.3 Billion
- Q3 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 15,409 shares of IBDQ stock, worth $385,687. This represents 0.43% of its overall portfolio holdings.
Number of Shares
15,409
Previous 15,409
-0.0%
Holding current value
$385,687
Previous $383 Million
0.97%
% of portfolio
0.43%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.2 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$78.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.4 Million0.12% of portfolio