Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 123,427 shares of IBTF stock, worth $2.88 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
123,427
Previous 103,122
19.69%
Holding current value
$2.88 Million
Previous $2.42 Million
19.17%
% of portfolio
1.27%
Previous 1.04%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio