Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,110 shares of IBDS stock, worth $218,731. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,110
Previous 8,998
1.24%
Holding current value
$218,731
Previous $213,000
4.23%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio