Reliant Wealth Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History
Reliant Wealth Planning
- $231 Million
- Q3 2024
A detailed history of Reliant Wealth Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Reliant Wealth Planning holds 31,632 shares of IBDS stock, worth $759,168. This represents 0.33% of its overall portfolio holdings.
Number of Shares
31,632
Previous 27,927
13.27%
Holding current value
$759,168
Previous $662,000
16.31%
% of portfolio
0.33%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$84 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75 Million1.21% of portfolio