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 $711,200. This represents 0.25% of its overall portfolio holdings.
Number of Shares
34,642
Previous 34,642
-0.0%
Holding current value
$711,200
Previous $702,000
4.7%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
151Shares Held
40.4MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.55MShares$72.8 Million1.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.5MShares$71.8 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.2 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.2 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio