Lantz Financial LLC Ishares Tr Ibonds December 202 Transaction History
Lantz Financial LLC
- $348 Million
- Q1 2025
A detailed history of Lantz Financial LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Lantz Financial LLC holds 39,433 shares of IBMO stock, worth $1 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
39,433
Previous 39,355
0.2%
Holding current value
$1 Million
Previous $1 Million
0.7%
% of portfolio
0.29%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding IBMO
# of Institutions
193Shares Held
19.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.4 Million0.52% of portfolio