Life Plan Financial, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Life Plan Financial, LLC
- $115 Billion
- Q1 2025
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Life Plan Financial, LLC holds 113,263 shares of IBTJ stock, worth $2.45 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
113,263Holding current value
$2.45 Million% of portfolio
2.28%Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
170Shares Held
24.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.51MShares$32.6 Million4.17% of portfolio
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Wells Fargo & Company San Francisco, CA1.44MShares$31.1 Million0.01% of portfolio
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Atwood & Palmer Inc1.14MShares$24.6 Million1.76% of portfolio
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Raymond James Financial Inc St. Petersburg, FL855KShares$18.5 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO803KShares$17.4 Million0.02% of portfolio