Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 121,784 shares of IBTK stock, worth $2.33 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
121,784
Previous 119,729
1.72%
Holding current value
$2.33 Million
Previous $2.31 Million
5.81%
% of portfolio
1.05%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding IBTK
# of Institutions
98Shares Held
11.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.99MShares$38.1 Million0.01% of portfolio
-
Atwood & Palmer Inc1.02MShares$19.5 Million1.41% of portfolio
-
Farmer Steven Patrick850KShares$16.3 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC666KShares$12.7 Million0.0% of portfolio
-
Waycross Investment Management CO Bellingham, WA542KShares$10.4 Million10.0% of portfolio