Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 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 $399,290. This represents 0.13% of its overall portfolio holdings.
Number of Shares
16,452
Previous 15,608
5.41%
Holding current value
$399,290
Previous $371,000
5.12%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
329Shares Held
80.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.21MShares$175 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$80 Million1.65% of portfolio
-
Morgan Stanley New York, NY3.16MShares$76.8 Million0.01% of portfolio