Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 78,140 shares of IBDU stock, worth $1.81 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
78,140
Previous 73,547
6.24%
Holding current value
$1.81 Million
Previous $1.68 Billion
7.78%
% of portfolio
1.64%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
278Shares Held
82.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$130 Million0.01% of portfolio
-
Capital Advisors Inc4.25MShares$98.8 Million2.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$97.5 Million1.08% of portfolio
-
Morgan Stanley New York, NY3.61MShares$83.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$83.1 Million0.02% of portfolio