Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 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 126,582 shares of IBDX stock, worth $3.2 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
126,582
Previous 113,865
11.17%
Holding current value
$3.2 Million
Previous $2.85 Billion
12.48%
% of portfolio
0.78%
Previous 0.79%
Shares
7 transactions
Others Institutions Holding IBDX
# of Institutions
161Shares Held
36.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4MShares$101 Million1.12% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$69.6 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.59MShares$65.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$56.5 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$50.2 Million3.04% of portfolio