Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Bogart Wealth, LLC
- $1.96 Billion
- Q1 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,204 shares of IBTJ stock, worth $68,661. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,204
Previous 3,281
2.35%
Holding current value
$68,661
Previous $71,000
4.23%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
94Shares Held
8.06MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc927KShares$19.9 Million1.53% of portfolio
-
Hengehold Capital Management LLC579KShares$12.4 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA575KShares$12.3 Million0.0% of portfolio
-
Journey Advisory Group, LLC483KShares$10.4 Million1.28% of portfolio
-
Waycross Investment Management CO Bellingham, WA437KShares$9.36 Million8.75% of portfolio