Precedent Wealth Partners, LLC Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 94,932 shares of IBDQ stock, worth $2.35 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
94,932
Previous 83,753
13.35%
Holding current value
$2.35 Million
Previous $2.07 Billion
13.58%
% of portfolio
1.01%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
368Shares Held
77MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.27MShares$180 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.27MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.86MShares$71 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.51MShares$62.2 Million1.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.39MShares$59.3 Million0.17% of portfolio