Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,507 shares of IBDU stock, worth $149,075. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,507
Previous 5,650
15.17%
Holding current value
$149,075
Previous $128,000
18.75%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.7 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio