United Capital Financial Advisers, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 27,132 shares of IBTJ stock, worth $581,710. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,132
Previous 13,048
107.94%
Holding current value
$581,710
Previous $278,000
115.47%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBTJ
# of Institutions
140Shares Held
14.3MCall 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 Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.8 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio