Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 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 $669,504. This represents 0.22% of its overall portfolio holdings.
Number of Shares
26,317
Previous 18,721
40.57%
Holding current value
$669,504
Previous $466,000
39.7%
% of portfolio
0.22%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
59.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$175 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$61.4 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$61 Million1.25% of portfolio
-
Capital Investment Advisors, LLC2.39MShares$60.9 Million1.36% of portfolio