Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Gratus Wealth Advisors, LLC
- $625 Billion
- Q4 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,264,174 shares of IBDU stock, worth $29 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
1,264,174
Previous 19,303
6449.11%
Holding current value
$29 Million
Previous $447 Million
6341.73%
% of portfolio
4.61%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
268Shares Held
80.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.6MShares$129 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.2MShares$96.5 Million1.08% of portfolio
-
Capital Advisors Inc3.89MShares$89.3 Million1.81% of portfolio
-
Morgan Stanley New York, NY3.61MShares$83 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.58MShares$82.2 Million0.02% of portfolio