Gradient Capital Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 34,642 shares of IBDW stock, worth $710,507. This represents 0.25% of its overall portfolio holdings.
Number of Shares
34,642
Previous 34,642
-0.0%
Holding current value
$710,507
Previous $702,000
4.7%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio