Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Naples Global Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Naples Global Advisors, LLC holds 15,250 shares of IBDU stock, worth $350,292. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,250
Previous 11,450
33.19%
Holding current value
$350,292
Previous $269,000
29.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
267Shares Held
80.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$129 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.5 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.3 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$83 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.2 Million0.02% of portfolio