Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 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 96,374 shares of IBTM stock, worth $2.23 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
96,374
Previous 157,030
38.63%
Holding current value
$2.23 Million
Previous $3.56 Million
39.25%
% of portfolio
0.07%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IBTM
# of Institutions
58Shares Held
7.19MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.72MShares$39.7 Million3.0% of portfolio
-
Ubs Group Ag1.43MShares$32.9 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.512KShares$11.8 Million0.19% of portfolio
-
Confluence Investment Management LLC430KShares$9.94 Million0.14% of portfolio
-
Truist Financial Corp356KShares$8.23 Million0.01% of portfolio