Safeguard Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Safeguard Financial, LLC
- $422 Million
- Q3 2024
A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 22,697 shares of IBDW stock, worth $465,515. This represents 0.11% of its overall portfolio holdings.
Number of Shares
22,697
Previous 19,471
16.57%
Holding current value
$465,515
Previous $395,000
21.77%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio