Avidian Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 9,428 shares of IBDT stock, worth $240,036. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,428
Previous 11,487
17.92%
Holding current value
$240,036
Previous $290,000
17.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio