Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Seven Springs Wealth Group, LLC
- $404 Million
- Q3 2025
A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 975,122 shares of IBDU stock, worth $22.8 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
975,122
Previous 855,583
13.97%
Holding current value
$22.8 Million
Previous $20 Million
14.66%
% of portfolio
5.67%
Previous 5.05%
Shares
7 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