Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 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 19,303 shares of IBDU stock, worth $442,617. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,303
Previous 17,928
7.67%
Holding current value
$442,617
Previous $410 Million
9.22%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
233Shares Held
59.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.59MShares$105 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.8 Million1.77% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.8 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.76MShares$63.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$58.5 Million0.01% of portfolio