Platte River Wealth Advisors, LLC IBDS Holdings History
Platte River Wealth Advisors, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2024-09-30, Platte River Wealth Advisors, LLC held 198,298.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $4.83 Mil. This investment constitutes 1.3% of their stock portfolio, and Platte River Wealth Advisors, LLC now holds 0.19% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2023Q1. And since then Platte River Wealth Advisors, LLC has made 3 purchases of IBDS, at an average price of $23.55, for a total of 310,433.00 shares. In addition, there have been 4 sales at an average price of $23.73 for 112,135.00 shares. Based on historical transaction data and IBDS's current price of $24.20, Platte River Wealth Advisors, LLC's estimated gain on his IBDS holdings is $147,348.40, reflecting a 2.02% gain to date.
Platte River Wealth Advisors, LLC IBDS ($24.20) Holding Chart
Platte River Wealth Advisors, LLC IBDS ($24.20) 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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