Avantax Planning Partners, Inc. Ishares Tr Ibonds December 202 Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 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 14,376 shares of IBMP stock, worth $363,137. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,376
Previous 17,115
16.0%
Holding current value
$363,137
Previous $428,000
14.72%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBMP
# of Institutions
142Shares Held
17.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.62MShares$40.9 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO958KShares$24.2 Million0.05% of portfolio
-
Envestnet Asset Management Inc878KShares$22.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA836KShares$21.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH811KShares$20.5 Million0.33% of portfolio