Precedent Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 74,007 shares of IBDP stock, worth $1.85 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
74,007
Previous 70,154
5.49%
Holding current value
$1.85 Million
Previous $1.75 Billion
6.08%
% of portfolio
0.8%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding IBDP
# of Institutions
383Shares Held
78.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.56MShares$164 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.08MShares$77.1 Million0.01% of portfolio
-
Ubs Group Ag2.92MShares$73.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.71MShares$67.8 Million1.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.82MShares$45.6 Million0.02% of portfolio