Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,046,455 shares of IBDT stock, worth $26 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
1,046,455
Previous 57,287
1726.69%
Holding current value
$26 Million
Previous $1.44 Billion
1679.35%
% of portfolio
4.7%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
266Shares Held
54.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$161 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$59.8 Million0.0% of portfolio
-
Capital Advisors Inc2.27MShares$56.5 Million1.23% of portfolio
-
Capital Investment Advisors, LLC2.19MShares$54.4 Million1.29% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$44.9 Million0.91% of portfolio