Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Naples Global Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Naples Global Advisors, LLC holds 15,250 shares of IBDU stock, worth $349,682. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,250
Previous 11,450
33.19%
Holding current value
$349,682
Previous $269,000
29.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
250Shares Held
62.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.89MShares$89.1 Million1.81% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.2 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.7MShares$61.9 Million1.28% of portfolio