Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 2025
A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Prosperity Planning, Inc. holds 13,410 shares of IBTJ stock, worth $292,203. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,410
Previous 12,005
11.7%
Holding current value
$292,203
Previous $256,000
13.67%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
154Shares Held
17.9MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.14MShares$24.8 Million1.76% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$22.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$18.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC822KShares$17.9 Million0.0% of portfolio
-
Hengehold Capital Management LLC747KShares$16.3 Million1.56% of portfolio