Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 117,717 shares of IBTL stock, worth $2.34 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
117,717
Previous 115,742
1.71%
Holding current value
$2.34 Million
Previous $2.31 Million
6.01%
% of portfolio
1.05%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding IBTL
# of Institutions
73Shares Held
8.23MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.65MShares$32.9 Million0.01% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.64MShares$32.6 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC559KShares$11.1 Million0.0% of portfolio
-
Krilogy Financial LLC514KShares$10.2 Million0.8% of portfolio
-
Morgan Stanley New York, NY372KShares$7.4 Million0.0% of portfolio