Life Plan Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Life Plan Financial, LLC
- $113 Billion
- Q4 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 103,843 shares of IBDR stock, worth $2.47 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
103,843
Previous 102,170
1.64%
Holding current value
$2.47 Million
Previous $2.48 Billion
0.68%
% of portfolio
2.21%
Previous 2.13%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
377Shares Held
91.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio