Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Jim Saulnier & Associates, LLC
- $116 Billion
- Q4 2024
A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 71,016 shares of IBTI stock, worth $1.58 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
71,016
Previous 50,128
41.67%
Holding current value
$1.58 Million
Previous $1.13 Billion
37.88%
% of portfolio
1.34%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
172Shares Held
33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$44.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$39.1 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.57MShares$34.9 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$29.2 Million0.01% of portfolio