Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Guidance Point Advisors, LLC
- $301 Million
- Q1 2024
A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 259,094 shares of IBDU stock, worth $5.87 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
259,094
Previous 235,740
9.91%
Holding current value
$5.87 Million
Previous $5.44 Million
8.72%
% of portfolio
1.96%
Previous 2.01%
Shares
9 transactions
Others Institutions Holding IBDU
# of Institutions
184Shares Held
41.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$96 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$74.4 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$50.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.88MShares$42.6 Million1.01% of portfolio