Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Highland Financial Advisors, LLC
- $269 Million
- Q2 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 10,162 shares of IBDT stock, worth $260,045. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,162
Previous 10,162
-0.0%
Holding current value
$260,045
Previous $253,000
0.4%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
290Shares Held
59.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$176 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$71.1 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$61.7 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$61.4 Million1.25% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$61.3 Million1.36% of portfolio