Kestra Private Wealth Services, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 63,032 shares of IBTF stock, worth $1.47 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
63,032
Previous 77,646
18.82%
Holding current value
$1.47 Million
Previous $1.82 Million
19.2%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio