Life Plan Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 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 102,724 shares of IBDS stock, worth $2.47 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
102,724
Previous 100,954
1.75%
Holding current value
$2.47 Million
Previous $2.4 Billion
4.5%
% of portfolio
2.15%
Previous 2.21%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
340Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.1 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio