Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Accretive Wealth Partners, LLC
- $312 Million
- Q3 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 12,265 shares of IBDW stock, worth $258,668. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,265
Previous 9,633
27.32%
Holding current value
$258,668
Previous $202,000
28.71%
% of portfolio
0.08%
Previous 0.07%
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