Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2032 Ter Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 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 9,713 shares of IBTM stock, worth $215,919. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,713
Previous 96,374
89.92%
Holding current value
$215,919
Previous $2.16 Million
89.45%
% of portfolio
0.01%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IBTM
# of Institutions
67Shares Held
8.09MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.78MShares$39.5 Million3.09% of portfolio
-
Ubs Group Ag1.44MShares$32 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$17.8 Million0.13% of portfolio
-
Stratos Wealth Partners, Ltd.593KShares$13.2 Million0.21% of portfolio
-
Confluence Investment Management LLC419KShares$9.31 Million0.14% of portfolio