Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 10,606 shares of IBDS stock, worth $253,589. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,606
Previous 10,606
-0.0%
Holding current value
$253,589
Previous $252,000
2.38%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.7 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio