Bogart Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,408 shares of IBDR stock, worth $152,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,408
Previous 6,405
0.05%
Holding current value
$152,190
Previous $152,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
386Shares Held
93.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio