Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 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 3,354 shares of IBTI stock, worth $74,324. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,354
Previous 3,351
0.09%
Holding current value
$74,324
Previous $75,000
2.67%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IBTI
# of Institutions
172Shares Held
33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.23MShares$71.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.99MShares$44 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$39 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.57MShares$34.8 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.32MShares$29.2 Million0.01% of portfolio