Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Valmark Advisers, Inc. holds 29,030 shares of IBTJ stock, worth $621,822. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,030
Previous 21,824
33.02%
Holding current value
$621,822
Previous $466,000
37.55%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
136Shares Held
14.2MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.3 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$13.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio