Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 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 84,837 shares of IBDU stock, worth $1.98 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
84,837
Previous 78,140
8.57%
Holding current value
$1.98 Million
Previous $1.81 Billion
9.51%
% of portfolio
1.58%
Previous 1.64%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
317Shares Held
92.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.7 Million7.66% of portfolio