Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,168 shares of IBDT stock, worth $154,570. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,168
Previous 6,166
0.03%
Holding current value
$154,570
Previous $157,000
2.55%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDT
# of Institutions
319Shares Held
70.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.5 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.8 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.6 Million1.38% of portfolio