Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,274 shares of IBDW stock, worth $26,499. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,274
Previous 1,274
-0.0%
Holding current value
$26,499
Previous $27,000
7.41%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
183Shares Held
54.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$111 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$86.8 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$78.7 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$53.1 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.7 Million0.0% of portfolio