Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 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 113,865 shares of IBDX stock, worth $2.84 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
113,865
Previous 127,850
10.94%
Holding current value
$2.84 Million
Previous $3.14 Billion
9.45%
% of portfolio
0.79%
Previous 1.03%
Shares
6 transactions
Others Institutions Holding IBDX
# of Institutions
134Shares Held
31.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.56MShares$88.9 Million0.98% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$63 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.49MShares$62.1 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$51 Million0.0% of portfolio
-
First Interstate Bank Billings, MT2.03MShares$50.7 Million3.13% of portfolio