Life Plan Financial, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q2 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 88,900 shares of IBDU stock, worth $2.04 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
88,900
Previous 66,435
33.82%
Holding current value
$2.04 Million
Previous $1.52 Billion
32.94%
% of portfolio
1.86%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
190Shares Held
41.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$97.3 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$75.4 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$51.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49.7 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.11MShares$48.4 Million1.09% of portfolio