Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Bradley & Co. Private Wealth Management, LLC
- $123 Million
- Q1 2024
A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 20,728 shares of IBDU stock, worth $469,903. This represents 0.38% of its overall portfolio holdings.
Number of Shares
20,728
Previous 20,728
-0.0%
Holding current value
$469,903
Previous $478,000
1.05%
% of portfolio
0.38%
Previous 0.44%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
184Shares Held
41.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$96 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$74.4 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$50.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.88MShares$42.6 Million1.01% of portfolio