Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Guidance Point Advisors, LLC
- $331 Million
- Q3 2024
A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 180,818 shares of IBDS stock, worth $4.34 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
180,818
Previous 189,021
4.34%
Holding current value
$4.34 Million
Previous $4.49 Million
1.76%
% of portfolio
1.33%
Previous 1.43%
Shares
11 transactions
Others Institutions Holding IBDS
# of Institutions
347Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio