Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Guidance Point Advisors, LLC
- $314 Million
- Q2 2024
A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 337,424 shares of IBDW stock, worth $7.12 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
337,424
Previous 283,536
19.01%
Holding current value
$7.12 Million
Previous $5.81 Million
17.85%
% of portfolio
2.18%
Previous 1.93%
Shares
7 transactions
Others Institutions Holding IBDW
# of Institutions
140Shares Held
36.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$73.8 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$54.2 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$42.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.93MShares$40.7 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.91MShares$40.4 Million0.89% of portfolio