Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Prosperity Planning, Inc. holds 26,317 shares of IBDT stock, worth $658,714. This represents 0.22% of its overall portfolio holdings.
Number of Shares
26,317
Previous 26,317
-0.0%
Holding current value
$658,714
Previous $651,000
3.07%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
299Shares Held
67MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$177 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.3 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.4 Million1.33% of portfolio