Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 103,425 shares of IBDS stock, worth $2.45 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
103,425
Previous 86,730
19.25%
Holding current value
$2.45 Million
Previous $2.08 Billion
18.6%
% of portfolio
1.06%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$162 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$121 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$113 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.3 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.6 Million0.01% of portfolio