Wealth Effects LLC Ishares Ibonds Dec 2025 Term C Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Wealth Effects LLC holds 8,746 shares of IBDQ stock, worth $219,961. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,746
Previous 8,746
-0.0%
Holding current value
$219,961
Previous $219,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
420Shares Held
94.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$80 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.5 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.3 Million0.02% of portfolio