Reliant Wealth Planning Ishares Tr Ibonds Dec 2024 Ter Transaction History
Reliant Wealth Planning
- $209 Million
- Q1 2024
A detailed history of Reliant Wealth Planning transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Reliant Wealth Planning holds 36,877 shares of IBTE stock, worth $880,622. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,877
Previous 36,380
1.37%
Holding current value
$880,622
Previous $868,000
1.61%
% of portfolio
0.42%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio