Lfa Lugano Financial Advisors Sa Ishares Tr Ibonds Dec 2029 Ter Transaction History
Lfa Lugano Financial Advisors Sa
- $168 Million
- Q2 2025
A detailed history of Lfa Lugano Financial Advisors Sa transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 156,301 shares of IBDU stock, worth $3.64 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
156,301
Previous 143,973
8.56%
Holding current value
$3.64 Million
Previous $3.33 Million
9.49%
% of portfolio
2.18%
Previous 2.28%
Shares
7 transactions
Others Institutions Holding IBDU
# of Institutions
317Shares Held
92.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.7 Million7.66% of portfolio