Lantz Financial LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Lantz Financial LLC
- $299 Million
- Q1 2024
A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Lantz Financial LLC holds 93,859 shares of IBTE stock, worth $2.24 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
93,859
Previous 84,772
10.72%
Holding current value
$2.24 Million
Previous $2.02 Million
11.08%
% of portfolio
0.75%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio