Accretive Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 106,259 shares of IBTM stock, worth $2.35 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
106,259
Previous 104,869
1.33%
Holding current value
$2.35 Million
Previous $2.46 Million
4.22%
% of portfolio
1.04%
Previous 1.06%
Shares
5 transactions
Others Institutions Holding IBTM
# of Institutions
69Shares Held
8.4MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.62MShares$35.9 Million2.63% of portfolio
-
Ubs Group Ag1.44MShares$31.9 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$17.8 Million0.13% of portfolio
-
Stratos Wealth Partners, Ltd.647KShares$14.3 Million0.21% of portfolio
-
Confluence Investment Management LLC426KShares$9.44 Million0.14% of portfolio