Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5,560 shares of IBDT stock, worth $140,000. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,560
Previous 5,560
-0.0%
Holding current value
$140,000
Previous $138,000
0.72%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
61.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$69.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.8 Million1.33% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio