Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 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 $26,129. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,274Holding current value
$26,129% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
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Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
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Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
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Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
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Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio