Bogart Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,428 shares of IBDS stock, worth $154,529. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,428
Previous 6,425
0.05%
Holding current value
$154,529
Previous $156,000
1.28%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
375Shares Held
99.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.5 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.4 Million1.14% of portfolio