Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 352,231 shares of IBTF stock, worth $8.23 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
352,231Holding current value
$8.23 Million% of portfolio
6.38%Shares
1 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
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Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
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Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio