Prosperity Planning, Inc. Ishares Tr Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 2025
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 $330,489. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,174
Previous 15,174
-0.0%
Holding current value
$330,489
Previous $324,000
1.54%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IBDV
# of Institutions
234Shares Held
68.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$106 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$98.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.15MShares$68.6 Million1.38% of portfolio
-
Capital Advisors Inc2.68MShares$58.3 Million1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.1 Million0.02% of portfolio