Warren Averett Asset Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,670 shares of IBTF stock, worth $202,357. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,670
Previous 8,662
0.09%
Holding current value
$202,357
Previous $202,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.6 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio