Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 102,445 shares of IBTG stock, worth $2.34 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
102,445
Previous 100,579
1.86%
Holding current value
$2.34 Million
Previous $2.28 Million
3.69%
% of portfolio
1.02%
Previous 0.97%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
217Shares Held
41.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.49MShares$79.5 Million1.38% of portfolio
-
Morgan Stanley New York, NY3.46MShares$78.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$51.9 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$47.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$39.9 Million0.01% of portfolio