Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,698 shares of IBTJ stock, worth $250,805. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,698
Previous 11,698
-0.0%
Holding current value
$250,805
Previous $259,000
3.86%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
140Shares Held
14.3MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.4 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.8 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio