Gratus Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Gratus Wealth Advisors, LLC
- $625 Billion
- Q4 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,194,657 shares of IBDQ stock, worth $30 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
1,194,657
Previous 1,161,494
2.86%
Holding current value
$30 Million
Previous $29.1 Billion
2.98%
% of portfolio
4.79%
Previous 4.75%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
427Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag3.18MShares$80 Million0.02% of portfolio