FinTrust Capital Advisors, LLC IBTF Holdings History
FinTrust Capital Advisors, LLC's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2024-09-30, FinTrust Capital Advisors, LLC held 541,251.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $12.68 Mil. This investment constitutes 2.15% of their stock portfolio, and FinTrust Capital Advisors, LLC now holds 0.62% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2022Q4. And since then FinTrust Capital Advisors, LLC has made 5 purchases of IBTF, at an average price of $23.10, for a total of 549,458.00 shares. In addition, there have been 1 sales at an average price of $23.25 for 8,207.00 shares. Based on historical transaction data and IBTF's current price of $23.34, FinTrust Capital Advisors, LLC's estimated gain on his IBTF holdings is $130,848.35, reflecting a 1.03% gain to date.
FinTrust Capital Advisors, LLC IBTF ($23.34) Holding Chart
FinTrust Capital Advisors, LLC IBTF ($23.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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