Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Guidance Point Advisors, LLC
- $375 Million
- Q2 2025
A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 181,021 shares of IBDT stock, worth $4.62 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
181,021
Previous 180,394
0.35%
Holding current value
$4.62 Million
Previous $4.56 Million
0.99%
% of portfolio
1.23%
Previous 1.34%
Shares
14 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.8 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$82.1 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78.2 Million1.44% of portfolio