Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 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 30,413 shares of IBDT stock, worth $771,273. This represents 0.25% of its overall portfolio holdings.
Number of Shares
30,413
Previous 26,317
15.56%
Holding current value
$771,273
Previous $655,000
17.25%
% of portfolio
0.25%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding IBDT
# of Institutions
353Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$195 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.22MShares$107 Million0.89% of portfolio
-
Morgan Stanley New York, NY3.55MShares$90 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.99MShares$75.8 Million1.53% of portfolio
-
Capital Advisors Inc2.92MShares$74 Million1.5% of portfolio