Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 14,709 shares of IBDU stock, worth $336,983. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,709
Previous 12,911
13.93%
Holding current value
$336,983
Previous $292,000
18.15%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.7 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio