Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Provenance Wealth Advisors, LLC
- $774 Billion
- Q3 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 21,536 shares of IBDU stock, worth $503,080. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,536
Previous 22,782
5.47%
Holding current value
$503,080
Previous $527 Million
4.08%
% of portfolio
0.07%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio