Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Highland Financial Advisors, LLC
- $269 Million
- Q2 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 $257,940. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,698
Previous 11,698
-0.0%
Holding current value
$257,940
Previous $252,000
0.79%
% of portfolio
0.09%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.8 Million1.54% of portfolio
-
Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
-
Hengehold Capital Management LLC590KShares$13 Million1.31% of portfolio
-
Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
-
Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio