Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 13,092 shares of IBDW stock, worth $276,110. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,092
Previous 13,092
-0.0%
Holding current value
$276,110
Previous $272 Million
2.26%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
76.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio