Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2027 Ter Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 15,532 shares of IBDS stock, worth $373,699. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,532
Previous 15,305
1.48%
Holding current value
$373,699
Previous $372,000
-0.0%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
377Shares Held
99.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$187 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
-
Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$86.7 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$66.5 Million1.14% of portfolio