Avantax Planning Partners, Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 26,778 shares of IBDQ stock, worth $673,466. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,778
Previous 26,778
-0.0%
Holding current value
$673,466
Previous $674,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
25 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio