Accretive Wealth Partners, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 15,559 shares of IBDP stock, worth $391,308. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,559
Previous 10,669
45.83%
Holding current value
$391,308
Previous $268,000
46.27%
% of portfolio
0.17%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBDP
# of Institutions
367Shares Held
67.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.44MShares$137 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.85MShares$71.6 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.7MShares$67.9 Million1.17% of portfolio
-
Ubs Group Ag2.34MShares$59 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.71MShares$43 Million0.02% of portfolio