Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 291,943 shares of IBDU stock, worth $6.69 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
291,943
Previous 307,256
4.98%
Holding current value
$6.69 Million
Previous $6.97 Million
1.46%
% of portfolio
2.07%
Previous 2.22%
Shares
11 transactions
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.7 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio