Life Plan Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Life Plan Financial, LLC
- $113 Billion
- Q4 2024
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 104,481 shares of IBDS stock, worth $2.51 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
104,481
Previous 102,724
1.71%
Holding current value
$2.51 Million
Previous $2.5 Billion
0.0%
% of portfolio
2.21%
Previous 2.15%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
354Shares Held
86.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.29MShares$79.2 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$75.1 Million1.21% of portfolio