Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Valmark Advisers, Inc.
- $5.84 Billion
- Q2 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 21,824 shares of IBTJ stock, worth $481,219. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,824
Previous 18,637
17.1%
Holding current value
$481,219
Previous $400,000
16.5%
% of portfolio
0.01%
Previous 0.01%
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