Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 99,458 shares of IBDT stock, worth $2.46 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
99,458
Previous 83,292
19.41%
Holding current value
$2.46 Million
Previous $2.09 Billion
18.53%
% of portfolio
1.06%
Previous 1.06%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
266Shares Held
54MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$161 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$59.6 Million0.0% of portfolio
-
Capital Advisors Inc2.27MShares$56.3 Million1.23% of portfolio
-
Capital Investment Advisors, LLC2.19MShares$54.3 Million1.29% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$44.8 Million0.91% of portfolio