Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Seven Springs Wealth Group, LLC
- $273 Million
- Q1 2025
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 774,612 shares of IBDU stock, worth $18 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
774,612
Previous 698,211
10.94%
Holding current value
$18 Million
Previous $15.9 Million
12.54%
% of portfolio
6.56%
Previous 6.11%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.7 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.3 Million7.66% of portfolio