Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 132,989 shares of IBDW stock, worth $2.76 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
132,989
Previous 147,116
9.6%
Holding current value
$2.76 Million
Previous $2.99 Billion
7.83%
% of portfolio
0.77%
Previous 0.98%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
187Shares Held
55.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$110 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$86.8 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$78.6 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.83MShares$58.8 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.6 Million0.0% of portfolio