Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Seven Springs Wealth Group, LLC
- $395 Million
- Q2 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 855,583 shares of IBDU stock, worth $20.1 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
855,583
Previous 774,612
10.45%
Holding current value
$20.1 Million
Previous $17.9 Million
11.41%
% of portfolio
5.05%
Previous 6.56%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio