Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Advisory Solutions, LLC
- $357 Million
- Q4 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 37,953 shares of IBTF stock, worth $885,063. This represents 0.25% of its overall portfolio holdings.
Number of Shares
37,953
Previous 36,677
3.48%
Holding current value
$885,063
Previous $858,000
3.15%
% of portfolio
0.25%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio