Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2028 Ter Transaction History
Valley Forge Investment Consultants Inc Adv
- $264 Million
- Q2 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 14,513 shares of IBDT stock, worth $365,727. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,513
Previous 14,344
1.18%
Holding current value
$365,727
Previous $357,000
0.56%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
60.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$60.4 Million1.25% of portfolio