Platte River Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Platte River Wealth Advisors, LLC
- $357 Million
- Q2 2024
A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 236,288 shares of IBDS stock, worth $5.71 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
236,288
Previous 283,522
16.66%
Holding current value
$5.71 Million
Previous $6.75 Million
16.9%
% of portfolio
1.57%
Previous 1.92%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
331Shares Held
81.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$174 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$132 Million10.64% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.95MShares$120 Million0.03% of portfolio
-
Capital Advisors Inc3.3MShares$79.7 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$76.4 Million0.01% of portfolio