Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 16,587 shares of IBDX stock, worth $407,708. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,587
Previous 13,420
23.6%
Holding current value
$407,708
Previous $339 Million
21.54%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IBDX
# of Institutions
103Shares Held
18.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.63MShares$40.1 Million0.0% of portfolio
-
Capital Investment Advisors, LLC1.33MShares$32.7 Million0.78% of portfolio
-
Summitry LLC Foster City, CA1.31MShares$32.1 Million1.75% of portfolio
-
Gateway Advisory, LLC Westfield, NJ1.22MShares$29.9 Million5.87% of portfolio
-
Aptus Capital Advisors, LLC1.15MShares$28.3 Million0.58% of portfolio