Accretive Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History
Accretive Wealth Partners, LLC
- $312 Million
- Q3 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,357 shares of IBMP stock, worth $211,933. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,357
Previous 8,252
1.27%
Holding current value
$211,933
Previous $209,000
1.44%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IBMP
# of Institutions
190Shares Held
20.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.16MShares$54.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.07MShares$27 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO955KShares$24.2 Million0.04% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH923KShares$23.4 Million0.32% of portfolio
-
High Tower Advisors, LLC Chicago, IL916KShares$23.2 Million0.03% of portfolio