Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Accretive Wealth Partners, LLC
- $317 Million
- Q4 2025
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 168,609 shares of IBTL stock, worth $3.46 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
168,609
Previous 163,666
3.02%
Holding current value
$3.46 Million
Previous $3.37 Million
2.91%
% of portfolio
1.09%
Previous 1.08%
Shares
9 transactions
Others Institutions Holding IBTL
# of Institutions
124Shares Held
17.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.26MShares$46.4 Million0.01% of portfolio
-
True Private Wealth Advisors1.93MShares$39.6 Million4.82% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A81.82MShares$37.4 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC806KShares$16.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY721KShares$14.8 Million0.0% of portfolio