Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 127,850 shares of IBDX stock, worth $3.17 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
127,850
Previous 131,053
2.44%
Holding current value
$3.17 Million
Previous $3.37 Billion
6.73%
% of portfolio
1.03%
Previous 1.11%
Shares
5 transactions
Others Institutions Holding IBDX
# of Institutions
130Shares Held
31MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.56MShares$88.3 Million0.98% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$62.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$56.6 Million1.17% of portfolio
-
First Interstate Bank Billings, MT2.2MShares$54.5 Million3.38% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$50.7 Million0.0% of portfolio