Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Bradley & Co. Private Wealth Management, LLC
- $134 Million
- Q2 2024
A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 1,312 shares of IBDW stock, worth $27,827. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,658
20.87%
Holding current value
$27,827
Previous $33,000
21.21%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
141Shares Held
36.4MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$74.2 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$54.5 Million1.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$42.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.93MShares$40.9 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.91MShares$40.6 Million0.89% of portfolio