Prosperity Planning, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Prosperity Planning, Inc.
- $302 Million
- Q4 2024
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 12,005 shares of IBTJ stock, worth $257,147. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,005
Previous 12,005
-0.0%
Holding current value
$257,147
Previous $265,000
3.4%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
136Shares Held
14.2MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.3 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio