Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,507 shares of IBDU stock, worth $150,311. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,507
Previous 6,507
-0.0%
Holding current value
$150,311
Previous $152,000
2.63%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
269Shares Held
80.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$129 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$97.1 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.8 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$83.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.7 Million0.02% of portfolio