United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 27,132 shares of IBTJ stock, worth $580,624. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,132
Previous 13,048
107.94%
Holding current value
$580,624
Previous $278,000
115.47%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
129Shares Held
13.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Atwood & Palmer Inc1.01MShares$21.7 Million1.55% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC614KShares$13.1 Million1.29% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio