Precedent Wealth Partners, LLC Ishares Tr Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 128,207 shares of IBDV stock, worth $2.84 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
128,207
Previous 110,615
15.9%
Holding current value
$2.84 Million
Previous $2.37 Billion
15.15%
% of portfolio
1.1%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding IBDV
# of Institutions
174Shares Held
38.5MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.4MShares$53 Million1.16% of portfolio
-
Capital Advisors Inc2.23MShares$49.3 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$46.4 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.93MShares$42.7 Million0.06% of portfolio
-
Aptus Capital Advisors, LLC1.89MShares$41.7 Million0.77% of portfolio