Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Prosperity Planning, Inc.
- $330 Million
- Q2 2025
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 30,909 shares of IBDT stock, worth $786,943. This represents 0.24% of its overall portfolio holdings.
Number of Shares
30,909
Previous 30,413
1.63%
Holding current value
$786,943
Previous $768,000
2.21%
% of portfolio
0.24%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio