Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History
Avantax Planning Partners, Inc.
- $2.81 Billion
- Q1 2025
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 8,822 shares of IBTM stock, worth $202,906. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,822
Previous 9,466
6.8%
Holding current value
$202,906
Previous $210,000
4.29%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IBTM
# of Institutions
79Shares Held
9.56MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.04MShares$46.9 Million2.99% of portfolio
-
Ubs Group Ag1.64MShares$37.6 Million0.01% of portfolio
-
Confluence Investment Management LLC428KShares$9.86 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL423KShares$9.73 Million0.0% of portfolio
-
Morgan Stanley New York, NY398KShares$9.15 Million0.0% of portfolio