Avantax Planning Partners, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,528 shares of IBDS stock, worth $229,338. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,528
Previous 9,110
4.59%
Holding current value
$229,338
Previous $222,000
2.7%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
382Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.6 Million6.94% of portfolio