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 11,430 shares of IBTI stock, worth $249,402. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,430
Previous 11,430
-0.0%
Holding current value
$249,402
Previous $250,000
2.8%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
147Shares Held
23.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.64MShares$35.7 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.03MShares$22.5 Million0.15% of portfolio
-
Stifel Financial Corp St. Louis, MO1.02MShares$22.4 Million0.02% of portfolio
-
Atwood & Palmer Inc1.01MShares$22 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22 Million0.55% of portfolio