Precedent Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
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 116,069 shares of IBDQ stock, worth $2.92 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
116,069
Previous 124,913
7.08%
Holding current value
$2.92 Million
Previous $3.14 Billion
7.26%
% of portfolio
0.95%
Previous 1.03%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
399Shares Held
84.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.6 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.3 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.4 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.7 Million0.12% of portfolio