Bogart Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,428 shares of IBDS stock, worth $154,529. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,428
Previous 6,425
0.05%
Holding current value
$154,529
Previous $156,000
1.28%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
382Shares Held
102MCall 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$110 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$89.5 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.6 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$82.5 Million6.94% of portfolio