Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2029 Tre Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 18,837 shares of IBTJ stock, worth $406,879. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,837
Previous 14,551
29.46%
Holding current value
$406,879
Previous $321,000
24.92%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
151Shares Held
17MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.5 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$18 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC822KShares$17.7 Million0.0% of portfolio
-
Ubs Group Ag745KShares$16.1 Million0.0% of portfolio