Safeguard Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Safeguard Financial, LLC
- $453 Million
- Q1 2025
A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Safeguard Financial, LLC holds 26,184 shares of IBDW stock, worth $552,220. This represents 0.12% of its overall portfolio holdings.
Number of Shares
26,184
Previous 23,056
13.57%
Holding current value
$552,220
Previous $469,000
15.78%
% of portfolio
0.12%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
250Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio