Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Kestra Private Wealth Services, LLC
- $4.36 Billion
- Q1 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 69,900 shares of IBTE stock, worth $1.67 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
69,900
Previous 66,016
5.88%
Holding current value
$1.67 Million
Previous $1.58 Million
6.22%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio