Up Strategic Wealth Investment Advisors LLC Ishares Tr Ibonds Dec 2026 Ter 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 Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 14,054 shares of IBDR stock, worth $333,782. This represents 0.38% of its overall portfolio holdings.
Number of Shares
14,054
Previous 14,054
-0.0%
Holding current value
$333,782
Previous $335 Million
2.02%
% of portfolio
0.38%
Previous 0.51%
Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio