Prosperity Planning, Inc. Ishares Tr Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 2024
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Prosperity Planning, Inc. holds 15,174 shares of IBDV stock, worth $328,972. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,174
Previous 15,174
-0.0%
Holding current value
$328,972
Previous $336,000
3.57%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
224Shares Held
61.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.34MShares$94.1 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$83.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.42MShares$74.2 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.7 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$57.7 Million0.02% of portfolio