Precedent Wealth Partners, LLC Ishares Tr Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 140,083 shares of IBDV stock, worth $3.07 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
140,083
Previous 125,702
11.44%
Holding current value
$3.07 Million
Previous $2.73 Billion
12.77%
% of portfolio
0.75%
Previous 0.76%
Shares
7 transactions
Others Institutions Holding IBDV
# of Institutions
267Shares Held
76.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$114 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.68MShares$103 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$75.5 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$61.7 Million1.14% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.78MShares$60.9 Million0.13% of portfolio