Avantax Planning Partners, Inc. Ishares Tr Ibonds December 202 Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 24,231 shares of IBMO stock, worth $618,375. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,231
Previous 29,251
17.16%
Holding current value
$618,375
Previous $741,000
17.27%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.7 Million0.34% of portfolio