Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 108,390 shares of IBDU stock, worth $2.45 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
108,390
Previous 92,293
17.44%
Holding current value
$2.45 Million
Previous $2.13 Billion
16.17%
% of portfolio
1.06%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
184Shares Held
41.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.24MShares$95.6 Million0.03% of portfolio
-
Capital Advisors Inc3.28MShares$74.1 Million1.63% of portfolio
-
Morgan Stanley New York, NY2.24MShares$50.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$48.8 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.88MShares$42.4 Million1.01% of portfolio