Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 317,678 shares of IBTI stock, worth $6.98 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
317,678Holding current value
$6.98 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
172Shares Held
33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.99MShares$43.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.76MShares$38.6 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA1.57MShares$34.5 Million0.22% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.32MShares$28.9 Million0.01% of portfolio