Seven Springs Wealth Group, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Seven Springs Wealth Group, LLC
- $249 Million
- Q2 2024
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 631,784 shares of IBDU stock, worth $14.5 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
631,784
Previous 507,852
24.4%
Holding current value
$14.5 Million
Previous $11.6 Million
23.58%
% of portfolio
5.74%
Previous 4.56%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
222Shares Held
54.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.48MShares$102 Million0.03% of portfolio
-
Capital Advisors Inc3.65MShares$83.6 Million1.77% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$76.5 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.18MShares$72.7 Million1.19% of portfolio
-
Morgan Stanley New York, NY2.58MShares$59 Million0.0% of portfolio