Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
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 $70,263. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,204
Previous 3,204
-0.0%
Holding current value
$70,263
Previous $70,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
186Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio