Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,780 shares of IBTJ stock, worth $39,249. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,780
Previous 1,780
-0.0%
Holding current value
$39,249
Previous $38,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
109Shares Held
10.1MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc942KShares$20.8 Million1.54% of portfolio
-
Wells Fargo & Company San Francisco, CA607KShares$13.4 Million0.0% of portfolio
-
Hengehold Capital Management LLC590KShares$13 Million1.31% of portfolio
-
Journey Advisory Group, LLC515KShares$11.4 Million1.32% of portfolio
-
Commonwealth Equity Services, LLC474KShares$10.5 Million0.02% of portfolio