Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Valmark Advisers, Inc. holds 29,030 shares of IBTJ stock, worth $621,242. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,030
Previous 21,824
33.02%
Holding current value
$621,242
Previous $466,000
37.55%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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