Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,274 shares of IBMQ stock, worth $211,483. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,274Holding current value
$211,483% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
167Shares Held
16.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$49.3 Million0.0% of portfolio
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Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
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Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
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Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio
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Mercer Global Advisors Inc Denver, CO753KShares$19.2 Million0.04% of portfolio