Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 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 13,392 shares of IBTI stock, worth $292,615. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,392
Previous 10,288
30.17%
Holding current value
$292,615
Previous $224,000
34.38%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22.1 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.1 Million0.55% of portfolio