Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,166 shares of IBDT stock, worth $153,040. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,166
Previous 5,377
14.67%
Holding current value
$153,040
Previous $133,000
18.05%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
303Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$175 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$82.7 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$63.8 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$62.9 Million1.33% of portfolio