Life Plan Financial, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 66,435 shares of IBDU stock, worth $1.51 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
66,435
Previous 41,862
58.7%
Holding current value
$1.51 Million
Previous $966 Million
56.98%
% of portfolio
1.39%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
184Shares Held
41.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$96.4 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$74.8 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$50.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49.3 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.88MShares$42.8 Million1.01% of portfolio