Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Highland Financial Advisors, LLC
- $281 Million
- Q3 2024
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 10,162 shares of IBDT stock, worth $253,745. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,162
Previous 10,162
-0.0%
Holding current value
$253,745
Previous $252,000
2.78%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDT
# of Institutions
310Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$176 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$83.2 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.5 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.5 Million1.44% of portfolio
-
Capital Advisors Inc2.53MShares$63.3 Million1.33% of portfolio