Kestra Advisory Services, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
25.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.4 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.2 Million0.01% of portfolio
-
Hengehold Capital Management LLC922KShares$20.1 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.7 Million1.4% of portfolio