Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Seven Springs Wealth Group, LLC
- $260 Million
- Q4 2024
A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 698,211 shares of IBDU stock, worth $16 Million. This represents 6.11% of its overall portfolio holdings.
Number of Shares
698,211
Previous 644,228
8.38%
Holding current value
$16 Million
Previous $15.1 Million
5.11%
% of portfolio
6.11%
Previous 5.67%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
267Shares Held
80.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$128 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.3 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$82.8 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82 Million0.02% of portfolio