Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 16,452 shares of IBDS stock, worth $395,506. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,452
Previous 16,452
-0.0%
Holding current value
$395,506
Previous $390,000
2.56%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84.2 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.1 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.1 Million1.21% of portfolio