Reliant Wealth Planning Ishares Tr Ibonds Dec 2029 Tre Transaction History
Reliant Wealth Planning
- $200 Million
- Q4 2024
A detailed history of Reliant Wealth Planning transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Reliant Wealth Planning holds 39,685 shares of IBTJ stock, worth $851,243. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,685
Previous 29,516
34.45%
Holding current value
$851,243
Previous $652,000
29.75%
% of portfolio
0.42%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
142Shares Held
15MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.4 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL833KShares$17.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.8 Million1.3% of portfolio