Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 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 $68,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,204
Previous 3,204
-0.0%
Holding current value
$68,565
Previous $68,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
129Shares Held
13.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Atwood & Palmer Inc1.01MShares$21.7 Million1.55% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC614KShares$13.1 Million1.29% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio