Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Gratus Wealth Advisors, LLC
- $625 Billion
- Q4 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 1,158,816 shares of IBDT stock, worth $29 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
1,158,816
Previous 1,126,325
2.88%
Holding current value
$29 Million
Previous $28.4 Billion
1.5%
% of portfolio
4.62%
Previous 4.64%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
338Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$192 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$88.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.7 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.5 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.7 Million0.02% of portfolio