Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 99,458 shares of IBDT stock, worth $2.45 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
99,458
Previous 83,292 19.41%
Holding current value
$2.45 Million
Previous $2.09 Billion 18.53%
% of portfolio
1.06%
Previous 1.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$24.69 - $25.14 $399,138 - $406,413
16,166 Added 19.41%
99,458 $2.48 Billion
Q4 2023

Jan 18, 2024
BUY
$23.63 - $25.1 $1.97 Million - $2.09 Million
83,292 New
83,292 $2.09 Billion

Others Institutions Holding IBDT

# of Institutions
266
Shares Held
54M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email