Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,625 shares of IBDX stock, worth $41,372. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,625
Previous 1,625
-0.0%
Holding current value
$41,372
Previous $40.6 Million
1.18%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IBDX
# of Institutions
188Shares Held
42.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$75.7 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$53.4 Million0.0% of portfolio