Reliant Wealth Planning Ishares Tr Ibonds Dec 2029 Tre Transaction History
Reliant Wealth Planning
- $266 Million
- Q3 2025
A detailed history of Reliant Wealth Planning transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Reliant Wealth Planning holds 44,324 shares of IBTJ stock, worth $972,025. This represents 0.37% of its overall portfolio holdings.
Number of Shares
44,324
Previous 44,324
-0.0%
Holding current value
$972,025
Previous $971,000
0.21%
% of portfolio
0.37%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
185Shares Held
28.6MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio