Safeguard Financial, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Safeguard Financial, LLC
- $453 Million
- Q1 2025
A detailed history of Safeguard Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Safeguard Financial, LLC holds 15,092 shares of IBTJ stock, worth $330,967. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,092
Previous 15,030
0.41%
Holding current value
$330,967
Previous $320,000
2.5%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio