Kdk Private Wealth Management, LLC Ishares Tr Transaction History
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 26,701 shares of SHV stock, worth $2.95 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
26,701
Previous 27,138
1.61%
Holding current value
$2.95 Million
Previous $2.99 Billion
1.7%
% of portfolio
3.35%
Previous 3.1%
Shares
2 transactions
Others Institutions Holding SHV
# of Institutions
789Shares Held
101MCall Options Held
2KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.16MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.85MShares$425 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.66MShares$293 Million0.03% of portfolio