Kestra Private Wealth Services, LLC Ishares Ibonds 2025 Term High Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 87,830 shares of IBHE stock, worth $2.03 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
87,830
Previous 63,571
38.16%
Holding current value
$2.03 Million
Previous $1.49 Million
37.48%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IBHE
# of Institutions
107Shares Held
13.6MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.28MShares$29.5 Million2.93% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$28.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA692KShares$16 Million0.0% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO677KShares$15.7 Million9.91% of portfolio