Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2024 Ter Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 30,448 shares of IBTE stock, worth $727,707. This represents 0.5% of its overall portfolio holdings.
Number of Shares
30,448
Previous 27,391
11.16%
Holding current value
$727,707
Previous $656 Million
11.35%
% of portfolio
0.5%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding IBTE
# of Institutions
298Shares Held
91.3MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC23.9MShares$570 Million1.85% of portfolio
-
Bank Of America Corp Charlotte, NC5.24MShares$125 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.93MShares$93.9 Million1.71% of portfolio
-
Morgan Stanley New York, NY3.66MShares$87.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$53 Million0.01% of portfolio