Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
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 131,053 shares of IBDX stock, worth $3.25 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
131,053
Previous 24,835
427.69%
Holding current value
$3.25 Million
Previous $610 Million
452.41%
% of portfolio
1.11%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBDX
# of Institutions
120Shares Held
25.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.34MShares$58.1 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.17MShares$53.7 Million3.5% of portfolio
-
Aptus Capital Advisors, LLC2.12MShares$52.6 Million0.87% of portfolio
-
Capital Investment Advisors, LLC1.95MShares$48.3 Million1.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$44.8 Million0.0% of portfolio