Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 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 3,351 shares of IBTI stock, worth $73,219. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,351
Previous 3,349
0.06%
Holding current value
$73,219
Previous $73,000
2.74%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22.1 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.1 Million0.55% of portfolio