Bogart Wealth, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,560 shares of IBTK stock, worth $68,423. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,560
Previous 2,128
67.29%
Holding current value
$68,423
Previous $42,000
61.9%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding IBTK
# of Institutions
116Shares Held
14MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$48.1 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$20.7 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.1 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.3 Million0.28% of portfolio
-
Envestnet Asset Management Inc554KShares$10.6 Million0.0% of portfolio