Bradley & Co. Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
Bradley & Co. Private Wealth Management, LLC
- $134 Million
- Q2 2024
A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 1,312 shares of IBDW stock, worth $26,672. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,312
Previous 1,658
20.87%
Holding current value
$26,672
Previous $33,000
21.21%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
157Shares Held
41.6MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$73.8 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.1 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$44.7 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$43.9 Million0.0% of portfolio