Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 124,708 shares of IBDU stock, worth $2.93 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
124,708
Previous 108,390
15.05%
Holding current value
$2.93 Million
Previous $2.47 Billion
14.3%
% of portfolio
1.14%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
205Shares Held
48.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.48MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.47MShares$81.3 Million1.65% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$78.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.58MShares$60.5 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC2.3MShares$54 Million1.0% of portfolio