Precedent Wealth Partners, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Precedent Wealth Partners, LLC
- $477 Billion
- Q4 2025
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 134,202 shares of IBDX stock, worth $3.42 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
134,202
Previous 127,890
4.94%
Holding current value
$3.42 Million
Previous $3.28 Billion
4.57%
% of portfolio
0.72%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding IBDX
# of Institutions
191Shares Held
46.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC3.17MShares$80.7 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Capital Advisors Inc2.65MShares$67.6 Million1.13% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio