Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 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 103,708 shares of IBDR stock, worth $2.46 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
103,708
Previous 91,289
13.6%
Holding current value
$2.46 Million
Previous $2.17 Million
13.61%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio