Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Precedent Wealth Partners, LLC
- $477 Billion
- Q4 2025
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 139,784 shares of IBDS stock, worth $3.39 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
139,784
Previous 130,883
6.8%
Holding current value
$3.39 Million
Previous $3.19 Billion
6.54%
% of portfolio
0.71%
Previous 0.7%
Shares
9 transactions
Others Institutions Holding IBDS
# of Institutions
436Shares Held
112MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio