Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,204 shares of IBTJ stock, worth $69,558. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,204
Previous 3,204
-0.0%
Holding current value
$69,558
Previous $70,000
2.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
151Shares Held
17MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.7 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$22.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$18.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC822KShares$17.8 Million0.0% of portfolio
-
Ubs Group Ag745KShares$16.2 Million0.0% of portfolio