Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 36,001 shares of IBDR stock, worth $855,023. This represents 0.13% of its overall portfolio holdings.
Number of Shares
36,001
Previous 41,973
14.23%
Holding current value
$855,023
Previous $1.01 Billion
13.73%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio