Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 134,140 shares of IBDT stock, worth $3.41 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
134,140
Previous 125,708
6.71%
Holding current value
$3.41 Million
Previous $3.21 Billion
6.44%
% of portfolio
0.72%
Previous 0.71%
Shares
9 transactions
Others Institutions Holding IBDT
# of Institutions
413Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio