Life Plan Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 102,170 shares of IBDR stock, worth $2.43 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
102,170
Previous 100,130
2.04%
Holding current value
$2.43 Million
Previous $2.39 Billion
4.09%
% of portfolio
2.13%
Previous 2.2%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio