Wealthsource Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealthsource Partners, LLC holds 103,636 shares of IBTF stock, worth $2.42 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
103,636
Previous 16,111
543.26%
Holding current value
$2.42 Million
Previous $371,000
550.13%
% of portfolio
0.16%
Previous 0.03%
Shares
5 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
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.3 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio