Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Gratus Wealth Advisors, LLC
- $544 Billion
- Q1 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,146,549 shares of IBDR stock, worth $27.2 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
1,146,549
Previous 1,042,110
10.02%
Holding current value
$27.2 Million
Previous $24.9 Billion
8.87%
% of portfolio
4.98%
Previous 4.91%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
339Shares Held
78.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.4MShares$176 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.91MShares$117 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.11MShares$73.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.3 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.04MShares$48.5 Million0.14% of portfolio