Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 121,805 shares of IBDR stock, worth $2.89 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
121,805
Previous 103,708
17.45%
Holding current value
$2.89 Million
Previous $2.46 Million
17.42%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio