Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 18,591 shares of IBDW stock, worth $392,084. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,591
Previous 15,242
21.97%
Holding current value
$392,084
Previous $320,000
23.13%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
250Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio