Gratus Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,161,494 shares of IBDQ stock, worth $29.1 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
1,161,494
Previous 1,106,997
4.92%
Holding current value
$29.1 Million
Previous $27.5 Billion
5.51%
% of portfolio
4.75%
Previous 4.75%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.2 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$78.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.4 Million0.12% of portfolio