Bogart Wealth, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,128 shares of IBTK stock, worth $41,112. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,128
Previous 2,128
-0.0%
Holding current value
$41,112
Previous $41,000
2.44%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTK
# of Institutions
98Shares Held
11.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.99MShares$38.4 Million0.01% of portfolio
-
Atwood & Palmer Inc1.02MShares$19.7 Million1.41% of portfolio
-
Farmer Steven Patrick850KShares$16.4 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC666KShares$12.9 Million0.0% of portfolio
-
Waycross Investment Management CO Bellingham, WA542KShares$10.5 Million10.0% of portfolio