Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q2 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 24,207 shares of IBTJ stock, worth $536,427. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,207
Previous 24,207
-0.0%
Holding current value
$536,427
Previous $520,000
0.58%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.9 Million1.54% of portfolio
-
Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
-
Hengehold Capital Management LLC590KShares$13.1 Million1.31% of portfolio
-
Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
-
Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio