Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Bogart Wealth, LLC
- $1.96 Billion
- Q1 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 3,346 shares of IBTI stock, worth $72,942. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,346
Previous 3,420
2.16%
Holding current value
$72,942
Previous $75,000
2.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
116Shares Held
16.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.42MShares$31.1 Million0.01% of portfolio
-
Truist Financial Corp1.17MShares$25.5 Million0.04% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22 Million0.55% of portfolio
-
Atwood & Palmer Inc927KShares$20.2 Million1.56% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL837KShares$18.2 Million0.03% of portfolio