Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 10,575 shares of IBDR stock, worth $251,156. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,575
Previous 10,575
-0.0%
Holding current value
$251,156
Previous $257,000
0.78%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
385Shares Held
92.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Capital Advisors Inc2.22MShares$52.7 Million1.08% of portfolio