Avidian Wealth Solutions, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Avidian Wealth Solutions, LLC
- $2.51 Billion
- Q3 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 15,735 shares of IBDR stock, worth $373,706. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,735
Previous 15,371
2.37%
Holding current value
$373,706
Previous $365,000
2.19%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio