Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 8,379 shares of IBMQ stock, worth $213,664. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,379
Previous 8,274
1.27%
Holding current value
$213,664
Previous $210,000
1.9%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IBMQ
# of Institutions
179Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio