Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,466 shares of IBTM stock, worth $215,067. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,466
Previous 9,713
2.54%
Holding current value
$215,067
Previous $228,000
7.89%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBTM
# of Institutions
71Shares Held
9MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$36.8 Million2.63% of portfolio
-
Ubs Group Ag1.59MShares$36.2 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA835KShares$19 Million0.12% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.7 Million0.21% of portfolio
-
Confluence Investment Management LLC426KShares$9.68 Million0.14% of portfolio