Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 9,633 shares of IBDW stock, worth $202,196. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,633Holding current value
$202,196% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
219Shares Held
61.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.98MShares$125 Million1.38% of portfolio
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Capital Investment Advisors, LLC3.13MShares$65.8 Million1.24% of portfolio
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Bank Of America Corp Charlotte, NC2.7MShares$56.7 Million0.0% of portfolio
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Morgan Stanley New York, NY2.66MShares$55.8 Million0.0% of portfolio
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Venture Visionary Partners LLC2.39MShares$50.1 Million1.97% of portfolio