Life Plan Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Life Plan Financial, LLC
- $109 Billion
- Q1 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 98,924 shares of IBDS stock, worth $2.35 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
98,924
Previous 95,457
3.63%
Holding current value
$2.35 Million
Previous $2.28 Billion
3.07%
% of portfolio
2.16%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$163 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$122 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$113 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.5 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.9 Million0.01% of portfolio