Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Accretive Wealth Partners, LLC
- $232 Million
- Q3 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 33,849 shares of IBTE stock, worth $807,637. This represents 0.35% of its overall portfolio holdings.
Number of Shares
33,849
Previous 129,600
73.88%
Holding current value
$807,637
Previous $3.11 Million
73.87%
% of portfolio
0.35%
Previous 1.32%
Shares
5 transactions
Others Institutions Holding IBTE
# of Institutions
295Shares Held
61.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.99MShares$119 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.74MShares$89.2 Million1.54% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.5MShares$83.6 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.48MShares$83.1 Million0.01% of portfolio
-
Hills Bank & Trust CO1.95MShares$46.4 Million3.7% of portfolio