Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 17,928 shares of IBDU stock, worth $419,515. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,928
Previous 20,287
11.63%
Holding current value
$419,515
Previous $453 Million
9.49%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
204Shares Held
48.5MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.48MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.47MShares$81.1 Million1.65% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$78.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.58MShares$60.3 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC2.3MShares$53.8 Million1.0% of portfolio