Avidian Wealth Solutions, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 21,514 shares of IBDQ stock, worth $541,077. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,514
Previous 13,499
59.37%
Holding current value
$541,077
Previous $339,000
59.59%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
430Shares Held
94.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio