Kfg Wealth Management, LLC Ishares Transaction History
Kfg Wealth Management, LLC
- $344 Million
- Q3 2024
A detailed history of Kfg Wealth Management, LLC transactions in Ishares stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 16,661 shares of ICLN stock, worth $205,596. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,661
Previous 15,886
4.88%
Holding current value
$205,596
Previous $211,000
15.64%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding ICLN
# of Institutions
560Shares Held
45.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$78.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$40.2 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$33.6 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$20.4 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$18.6 Million3.66% of portfolio