Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 351,893 shares of IBTG stock, worth $8.04 Million. This represents 6.24% of its overall portfolio holdings.
Number of Shares
351,893Holding current value
$8.04 Million% of portfolio
6.24%Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
257Shares Held
55.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.7 Million1.58% of portfolio
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Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
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Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
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Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.33MShares$53.2 Million1.1% of portfolio