Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2024 Ter Transaction History
Beacon Financial Planning, Inc
- $143 Billion
- Q1 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 27,391 shares of IBTE stock, worth $654,097. This represents 0.46% of its overall portfolio holdings.
Number of Shares
27,391
Previous 21,197
29.22%
Holding current value
$654,097
Previous $506 Million
29.66%
% of portfolio
0.46%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio