Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 67,543 shares of IBDS stock, worth $1.64 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
67,543
Previous 59,818
12.91%
Holding current value
$1.64 Million
Previous $1.45 Million
13.23%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
434Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio