Envision Financial Planning, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Envision Financial Planning, LLC
- $124 Billion
- Q1 2024
A detailed history of Envision Financial Planning, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Envision Financial Planning, LLC holds 10,968 shares of IBDS stock, worth $260,051. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,968
Previous 10,690
2.6%
Holding current value
$260,051
Previous $256 Million
2.05%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$162 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$121 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$113 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.3 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.6 Million0.01% of portfolio