Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Wj Wealth Management, LLC
- $267 Million
- Q3 2024
A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 144,319 shares of IBDT stock, worth $3.59 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
144,319
Previous 22,290
547.46%
Holding current value
$3.59 Million
Previous $552,000
567.39%
% of portfolio
1.38%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
302Shares Held
67.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$176 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$82.8 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$63.9 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63 Million1.33% of portfolio