Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 127,890 shares of IBDX stock, worth $3.29 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
127,890
Previous 126,582
1.03%
Holding current value
$3.29 Million
Previous $3.2 Billion
2.37%
% of portfolio
0.72%
Previous 0.78%
Shares
8 transactions
Others Institutions Holding IBDX
# of Institutions
178Shares Held
38.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$110 Million0.96% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$76.5 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$68.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.25MShares$57.9 Million0.0% of portfolio
-
First Interstate Bank Billings, MT2.01MShares$51.7 Million2.93% of portfolio