Kestra Private Wealth Services, LLC Ishares Ibonds 2024 Term High Transaction History
Kestra Private Wealth Services, LLC
- $5.3 Billion
- Q3 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 105,956 shares of IBHD stock, worth $2.46 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
105,956
Previous 95,393
11.07%
Holding current value
$2.46 Million
Previous $2.22 Million
11.33%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio