Safeguard Financial, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Safeguard Financial, LLC
- $458 Million
- Q4 2024
A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Safeguard Financial, LLC holds 15,030 shares of IBTJ stock, worth $320,890. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,030
Previous 9,148
64.3%
Holding current value
$320,890
Previous $202,000
58.42%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
136Shares Held
14.2MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.3 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio