Life Plan Financial, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 98,486 shares of IBDT stock, worth $2.47 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
98,486
Previous 97,006
1.53%
Holding current value
$2.47 Million
Previous $2.4 Billion
4.64%
% of portfolio
2.16%
Previous 2.21%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio