Life Plan Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q1 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 94,941 shares of IBDT stock, worth $2.38 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
94,941
Previous 91,470
3.79%
Holding current value
$2.38 Million
Previous $2.29 Billion
3.03%
% of portfolio
2.17%
Previous 2.3%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
272Shares Held
55.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$60.3 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$60 Million1.36% of portfolio
-
Capital Advisors Inc2.27MShares$57 Million1.23% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$45.3 Million0.91% of portfolio