Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Accretive Wealth Partners, LLC
- $294 Million
- Q2 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,654 shares of IBDU stock, worth $201,638. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,654Holding current value
$201,638% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
317Shares Held
92.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
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Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
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Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
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Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
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Shufro Rose & CO LLC3.59MShares$83.7 Million7.66% of portfolio