Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 17,928 shares of IBDU stock, worth $410,013. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,928
Previous 20,287
11.63%
Holding current value
$410,013
Previous $453 Million
9.49%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding IBDU
# of Institutions
188Shares Held
41.4MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$96.9 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$75.1 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$51.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$49.5 Million0.0% of portfolio
-
Capital Investment Advisors, LLC2.11MShares$48.2 Million1.09% of portfolio