Precedent Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 101,510 shares of IBDQ stock, worth $2.56 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
101,510
Previous 102,498
0.96%
Holding current value
$2.56 Million
Previous $2.58 Billion
0.85%
% of portfolio
0.63%
Previous 0.72%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
431Shares Held
96.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.8 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.9 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.64MShares$66.4 Million0.28% of portfolio