Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,126,325 shares of IBDT stock, worth $28 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
1,126,325
Previous 1,077,750
4.51%
Holding current value
$28 Million
Previous $26.9 Billion
5.85%
% of portfolio
4.64%
Previous 4.63%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
302Shares Held
67.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.07MShares$176 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.33MShares$82.8 Million1.36% of portfolio
-
Morgan Stanley New York, NY3.07MShares$76.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$63.9 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63 Million1.33% of portfolio