Lantz Financial LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Lantz Financial LLC
- $356 Million
- Q4 2024
A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Lantz Financial LLC holds 110,144 shares of IBTF stock, worth $2.57 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
110,144
Previous 116,938
5.81%
Holding current value
$2.57 Million
Previous $2.74 Million
6.21%
% of portfolio
0.72%
Previous 0.78%
Shares
8 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.2 Million1.36% of portfolio