Lantz Financial LLC Ishares Tr Ibonds December 202 Transaction History
Lantz Financial LLC
- $299 Million
- Q1 2024
A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Lantz Financial LLC holds 25,815 shares of IBMO stock, worth $653,635. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,815
Previous 20,799
24.12%
Holding current value
$653,635
Previous $530,000
23.4%
% of portfolio
0.22%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IBMO
# of Institutions
163Shares Held
16.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.43MShares$36.2 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO951KShares$24.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc855KShares$21.7 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.3 Million0.52% of portfolio
-
Morgan Stanley New York, NY688KShares$17.4 Million0.0% of portfolio