Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Accretive Wealth Partners, LLC
- $312 Million
- Q3 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 13,722 shares of IBDR stock, worth $325,897. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,722
Previous 13,722
-0.0%
Holding current value
$325,897
Previous $325,000
-0.0%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio