Platte River Wealth Advisors, LLC IBDT Holdings History
Platte River Wealth Advisors, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2024-09-30, Platte River Wealth Advisors, LLC held 172,580.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $4.41 Mil. This investment constitutes 1.18% of their stock portfolio, and Platte River Wealth Advisors, LLC now holds 0.2% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q1. And since then Platte River Wealth Advisors, LLC has made 4 purchases of IBDT, at an average price of $24.66, for a total of 273,759.00 shares. In addition, there have been 3 sales at an average price of $24.67 for 101,179.00 shares. Based on historical transaction data and IBDT's current price of $25.34, Platte River Wealth Advisors, LLC's estimated gain on his IBDT holdings is $118,675.41, reflecting a 1.76% gain to date.
Platte River Wealth Advisors, LLC IBDT ($25.34) Holding Chart
Platte River Wealth Advisors, LLC IBDT ($25.34) 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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