Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 32,684 shares of IBDR stock, worth $776,245. This represents 0.1% of its overall portfolio holdings.
Number of Shares
32,684
Previous 36,001
9.21%
Holding current value
$776,245
Previous $872 Million
8.88%
% of portfolio
0.1%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio