Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 7,984 shares of IBDX stock, worth $203,272. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,984
Previous 7,984
-0.0%
Holding current value
$203,272
Previous $201,000
1.49%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding IBDX
# of Institutions
189Shares Held
43.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$75.7 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$53.4 Million0.0% of portfolio